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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| CA | RA | APPROVED | 2025-06-06 |
Branch Locations
San Francisco, CA • United States
2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamix Ventures Llc | San Francisco | CA | 01/2002 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 02/2015 | 04/2025 |
| Bank Of America, N.A. | San Francisco | CA | 02/2015 | 04/2025 |
| Fidelity Investments | Walnut Creek | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-09 |
Reach out to this advisor