Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Southlake | TX | 09/1997 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130118|OrgNmn:Texas Basketball Legends|Org Addr:Argyle,Texas,US|OBA Nature:Basketball team|Invst Rel:N|Title:Co-owner|Duties:Coach and run the teams|StrtDt:06-01-26|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-12 |
Reach out to this advisor