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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-15 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | Westfield | NJ | 10/2020 | 04/2022 |
| Mercer Global Advisors Inc | Emerson | NJ | 04/2022 | 06/2024 |
| Rodney M Alvarado | Emerson, Nj 07630-1454 | NJ | 06/2024 | 11/2024 |
| Charles Schwab Bank | Millburn | NJ | 01/2011 | 11/2018 |
| Charles Schwab & Co., Inc | New York City | NY | 11/2018 | 10/2020 |
| Fidelity Investments | Wayne | NJ | 11/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-08 |
| S66 | Uniform Combined State Law Examination | 2003-08-05 |
Reach out to this advisor