Best Investors
Account
Sign in
111 Huntington Avenue, Boston, MA 02199-7618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-23 |
Branch Locations
111 Huntington Avenue, Boston, MA 02199-7618 • United States
Tacoma, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Charlotte | NC | 03/2015 | 12/2016 |
| American Funds | San Antonio | TX | 01/2017 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 07/2022 |
| Mfs Fund Distributors, Inc. | Boston | MA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-02 |
Reach out to this advisor