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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
Sutton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2020 | 03/2022 |
| Collier Financial Solutions | Mount Dora | FL | 01/2020 | 03/2020 |
| Southern New Hampshire Medical Center | Nashua | NH | 06/2019 | 08/2019 |
| Pat & Toni's Sweet Things | Deland | FL | 03/2018 | 05/2018 |
| Dunkin Donuts | Sandwich | MA | 06/2017 | 08/2017 |
| Dunkin Donuts | Sandwich | MA | 06/2018 | 08/2018 |
| Dunkin Donuts | Sandwich | MA | 06/2019 | 08/2019 |
| Stetson University | Deland | MA | 09/2016 | 05/2017 |
| Stetson University | Deland | FL | 09/2017 | 05/2018 |
| Stetson University | Deland | FL | 09/2018 | 05/2019 |
| Stetson University | Deland | FL | 09/2019 | 05/2020 |
| Fidelty Investments | Framingham | MA | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
Reach out to this advisor