Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2018 | Present |
| Self-Employed (Kim Translation's) | Los Angeles | CA | 07/2014 | 01/2018 |
| University Of California, San Diego | La Jolla | CA | 09/2015 | 08/2017 |
| Bank Of America, N.A. | Rolling Meadows | IL | 09/2019 | 03/2021 |
| Fidelity Investments | Westlake | TX | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-03 |
Reach out to this advisor