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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Boynton Beach, FL • United States
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 01/2014 | 05/2017 |
| Regions Bank | Duluth | GA | 06/2017 | 11/2017 |
| Cetera Investment Advisers Llc | Duluth | GA | 06/2017 | 11/2017 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2017 | 11/2017 |
| Transamerica Retirement Solutions | Alphareta | GA | 11/2017 | 10/2019 |
| Transamerica Investors Securities Corporation | Alpharetta | GA | 11/2017 | 10/2019 |
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 10/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-19 |
Reach out to this advisor