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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Neptune Beach, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Jacksonville | FL | 08/2017 | 01/2020 |
| State Farm Fire And Casualty Company | Bloomington | IL | 10/2008 | 08/2017 |
| Park Avenue Securities | Jacksonville | FL | 09/2017 | 01/2020 |
| Cetera Advisors Llc | Ponte Vedra Beach | FL | 09/2022 | 03/2024 |
| Fidelity Investments | Jacksonville | FL | 03/2024 | Present |
| Garspen Ltci, Inc. | Ponte Vedra Beach | FL | 01/2020 | 12/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-22 |
Reach out to this advisor