Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Mt. Laurel | NJ | 07/2016 | 07/2017 |
| Pnc Investments | Mt Laurel | NJ | 07/2016 | 07/2017 |
| Wells Fargo Bank, Na | Fort Mill | SC | 07/2017 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 07/2017 | 01/2021 |
| The Vanguard Group, Inc | Charlotte | NC | 01/2021 | Present |
| Fidelity Investments | Austin | TX | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
Reach out to this advisor