Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty University | Lynchburg | VA | 04/2011 | 09/2022 |
| Fidelity Investments | Richmond | VA | 02/2023 | Present |
| Liberty University School Of Business | Lynchburg | VA | 03/2012 | 02/2023 |
| Colorado Technical University | Colorado Springs | CO | 01/2023 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96290|OrgNmn:Liberty University|Org Addr:Lynchburg,Virginia,US|OBA Nature:adjunct online professor of bu|Invst Rel:N|Title:online instructor|Duties:online adjunct the majority of activities is grading and responding to student's emails|StrtDt:03-05-12|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
Reach out to this advisor