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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Capital Advisors, Llc | Cleveland | OH | 07/2014 | 07/2019 |
| Pnc Funds Distributor, Llc | Cleveland | OH | 07/2014 | 07/2019 |
| Fisher Investments | Camas | WA | 07/2019 | 04/2020 |
| Unemployed | Avon Lake | OH | 04/2020 | 06/2020 |
| Citizens Securities | North Ridgeville | OH | 06/2020 | 07/2020 |
| Park Avenue Securities | Beachwood | OH | 07/2020 | 09/2021 |
| Guardian Life Insurance | Beachwood | OH | 07/2020 | 09/2021 |
| Fidelity Investments | Avon Lake | OH | 09/2021 | Present |
| Capital Planners | Beachwood | OH | 08/2020 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113246|OrgNmn:Onholiday30a|Org Addr:Watersound,Florida,US|OBA Nature:LLC holding rental property us|Invst Rel:Y|Title:Partner|Duties:I am responsible for the home financially. We will be using a management company, and I will have limited involvement outside of paying invoic|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
Reach out to this advisor