Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-03 |
| FL | RA | APPROVED | 2022-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Jacksonville | FL | 03/2016 | 11/2016 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 10/2016 | 08/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2021 |
| Morgan Stanley | Tampa | FL | 09/2021 | 04/2022 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 04/2022 | 08/2022 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 04/2022 | 08/2022 |
| Strategic Advisers Llc | Orlando | FL | 05/2018 | 07/2018 |
| Army | Jacksonville | FL | 01/2017 | Present |
| Fidelity Investments | Jacksonville | FL | 10/2016 | 09/2021 |
| Massachusetts Mutual Life Insurance Co | Jacksonville | FL | 05/2019 | 10/2019 |
| Bank Of America | Jacksonville | FL | 03/2016 | 11/2016 |
| Morgan Stanley | Tampa | FL | 09/2021 | 04/2022 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 08/2022 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2022 | Present |
1) United States Army | Investment Related:No|2801 Grand Ave|Pinellas Park|FL |33782|US|Military|Psychological Operations Specialist |1/9/2017|Varies|0|Psychology, Interrogation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-19 |
Reach out to this advisor