Best Investors
Account
Sign in
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Hartsdale | NY | 09/2015 | 09/2020 |
| Halftime Beverage Co. | Mamaroneck | NY | 03/2020 | 01/2022 |
| M&T Bank | Cos Cob | CT | 09/2020 | 01/2022 |
| M&T Securities | Cos Cob | CT | 01/2021 | 01/2022 |
| Lpl Financial Llc | Cos Cob | CT | 06/2021 | 01/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | 11/2022 |
| Advised Assets Group, Llc | Greenwood Village | CO | 01/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 12/2022 | 05/2024 |
| Empower | Greenwood Village | CO | 01/2022 | 11/2022 |
| Bank Of America N.A. | Greenwich | CT | 01/2023 | 05/2024 |
| Fidelity Investments | Charlotte | NC | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110583|OrgNmn:landlord/ single family rental property|Org Addr:Arlington,New York,US|OBA Nature:single family rental property|Invst Rel:Y|Title:owner/ landlord|Duties:home and property maintenance|StrtDt:01-01-18|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-17 |
Reach out to this advisor