Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2020 | 09/2022 |
| American Tire Distributors | Huntersville | NC | 01/2000 | 09/2019 |
| Unemployed | Denver | NC | 09/2019 | 08/2020 |
| Unemployed | Denver | NC | 09/2022 | 12/2022 |
| Fidelity Investments | Miami | FL | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-23 |
Reach out to this advisor