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
398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa National Association | Mountain View | CA | 05/2016 | 12/2018 |
| Hsbc Securities (Us) Inc | Mountain View | CA | 05/2016 | 12/2018 |
| Hsbc Bank Usa National Association | Milpitas | CA | 12/2018 | 05/2022 |
| Hsbc Securities (Usa) Inc. | Milpitas | CA | 12/2018 | 05/2022 |
| Cathay Bancorp | Milpitas | CA | 05/2022 | 09/2022 |
| Unemployed | Cupertino | CA | 10/2022 | 11/2022 |
| Fidelity Investments | Sunnyvale | CA | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-05 |
Reach out to this advisor