Best Investors
Account
Sign in
Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
10 Mall Road Suite 301, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 07/2013 | 05/2022 |
| Newedge Advisors, Llc | New Orleans | LA | 06/2026 | Present |
| Unemployed | Scottsdale | AZ | 01/2026 | 05/2026 |
| Uber | Boston | MA | 09/2018 | 05/2022 |
| Raymond James Financial Services, Inc. | Chandler | AZ | 05/2022 | 04/2024 |
| The Wealth Stewards | Chandler | AZ | 05/2022 | 12/2025 |
| Raymond James Financial Services Advisor, Inc. | Chandler | AZ | 10/2022 | 04/2024 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 04/2024 | 12/2025 |
1. NewEdge Advisors, LLC - DBA Perennial Wealth; Investment related; Burlington, MA; Start date 06/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Self-Employed; Not Investment Related; Burlington, MA; Insurance; licensed insurance agent; 04/2023; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-12 |
Reach out to this advisor