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
Flower Mound, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 06/2020 | 01/2021 |
| Brown & Brown | Tampa | FL | 01/2019 | 05/2020 |
| Proforma | Tampa | FL | 10/2018 | 01/2019 |
| University Of Tampa | Tampa | FL | 08/2017 | 10/2018 |
| St. Matthew'S Feed & Seed | Louisville | KY | 03/2017 | 08/2017 |
| Vector Marketing | Louisville | KY | 06/2018 | 10/2018 |
| Ups | Louisville | KY | 01/2017 | 01/2017 |
| St. Xavier High School | Louisville | KY | 08/2013 | 05/2017 |
| Unemployed | Tampa | FL | 01/2021 | 05/2021 |
| Fidelity Investments | Westlake | TX | 05/2021 | 07/2022 |
| Fidelity Medicare Service | Westlake | TX | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
Reach out to this advisor