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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 07/2020 | Present |
| Clari | Sunnyvale | CA | 11/2019 | 04/2020 |
| 200Ok Llc D.b.a Profitwell | Boston | MA | 08/2018 | 09/2019 |
| Oracle | Burlington | MA | 06/2014 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-30 |
Reach out to this advisor