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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States
Mooresville, NC • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2016 | 02/2017 |
| Ameriprise Financial Services Inc | Huntersville | NC | 02/2017 | 11/2017 |
| Alight Financial Solutions, Llc | Charlotte | NC | 12/2017 | 09/2021 |
| Alight Financial Advisors, Llc | Charlotte | NC | 12/2017 | 09/2021 |
| Fidelity Investments | Huntersville | NC | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
Reach out to this advisor