Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 01/2020 | Present |
| Gateways Community Services | Nashua | NH | 06/2017 | 01/2020 |
| Amherst Orthodontics | Amherst | NH | 06/2018 | 01/2020 |
| Nbt Bank | Nashua | NH | 08/2016 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-16281|OrgNmn:Heritage Place Homeowners Association|Org Addr:Amherst,New Hampsh,US|OBA Nature:homeowners association|Invst Rel:N|Title:Treasurer|Duties:check writing, paying bills, reconciling bank accounts, hiring outside vendors|StrtDt:08-27-20|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-06 |
Reach out to this advisor