Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-14 |
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Saint Johns, FL • United States
Saint Johns, FL • United States
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 05/2020 | 09/2020 |
| Apollo Financial Group Llc | Hudson | NH | 01/2019 | 05/2020 |
| Beck Bode, Llc | Dedham | MA | 09/2020 | 04/2022 |
| Fidelity Investments | Jacksonville | FL | 05/2022 | Present |
| Commonwealth Financial A Mass Mutual Company | Springfield | MA | 07/2019 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Investments | Merrimack | NH | 04/2008 | 01/2019 |
OBA-97709|OrgNmn:Lotti Enterprises, LLC|Org Addr:Saint John,Florida,US|OBA Nature:Barbershop|Invst Rel:N|Title:Owner|Duties:Hire barbers|StrtDt:04-01-23|TotHrs/mon:10|TrdHrs/mon:0|OBA-107454|OrgNmn:Relentless Performance Coaching, LLC|Org Addr:Saint John,Florida,US|OBA Nature:Performance and Mindset Coachi|Invst Rel:N|Title:Owner and Lead Coach|Duties:Coach and train people to reach goals|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-19 |
Reach out to this advisor