Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED_RES | 2025-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Berwyn | PA | 01/2021 | 07/2023 |
| E*Trade Securities Llc | King Of Prussia | PA | 10/2015 | 01/2021 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2023 | 03/2025 |
| Unemployed | Newtown Square | PA | 03/2025 | 05/2025 |
| E*Trade Capital Management Llc | King Of Prussia | PA | 10/2015 | 01/2021 |
| E*Trade Securities Llc | Berwyn | PA | 01/2021 | 07/2023 |
| Fidelity Investments | Harrisburg | PA | 05/2025 | Present |
| Morgan Stanley | Berwyn | PA | 01/2023 | 07/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2023 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-17 |
Reach out to this advisor