Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
Pataskala, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Avon | OH | 05/2016 | 06/2021 |
| Landing Point Financial Group, Llc | Avon | OH | 06/2021 | 09/2021 |
| Avantax Investment Services, Inc. | Johnstown | OH | 10/2021 | 11/2021 |
| Avantax Advisory Services | Johnstown | OH | 10/2021 | 11/2021 |
| Avantax Insurance Agency Llc | Johnstown | OH | 10/2021 | 11/2021 |
| Charles Williams & Associates, Inc. | Johnstown | OH | 09/2021 | 10/2021 |
| Fidelity Investments | Merrimack | NH | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-24 |
Reach out to this advisor