Best Investors
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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States
Pittsford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | New York | NY | 05/2015 | 12/2020 |
| Fidelity Investments | Rochester | NY | 04/2024 | Present |
| Bny Mellon Wealth Management | Pittsford | NY | 12/2020 | 03/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-08 |
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