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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1261 Roseville Parkway, Roseville, CA 95678-9998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Woodside | CA | 11/2013 | 11/2016 |
| Wells Fargo Advisors Llc | Woodside | CA | 12/2013 | 11/2016 |
| Bank Of The West | San Jose | CA | 11/2016 | 11/2021 |
| Bancwest Investment Services, Inc. | San Jose | CA | 11/2016 | 11/2021 |
| Fidelity Investments | Los Gatos | CA | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-16 |
Reach out to this advisor