Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-19 |
| NJ | RA | APPROVED | 2025-09-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 11/2013 | 07/2017 |
| Jpmorgan Chase Bank Na | Chicago | IL | 11/2013 | 01/2018 |
| The Vanguard Group, Inc | Malvern | PA | 11/2019 | 07/2025 |
| Uber | Philadelphia | PA | 08/2018 | 04/2019 |
| Wsfs Wealth Investments | Greenville | DE | 04/2019 | 07/2019 |
| Unemployed | Philadelphia | PA | 07/2019 | 11/2019 |
| Uber | Chicago | IL | 01/2018 | 08/2018 |
| Fidelity Investments | Paramus | NJ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-07 |
Reach out to this advisor