Best Investors
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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Financial Corp/Morgan Stanley | Sandy | UT | 04/2021 | 10/2021 |
| Tesla | Fremont | CA | 05/2020 | 04/2021 |
| Carmax | Roseville | CA | 12/2019 | 05/2020 |
| Securitas Security Services Usa, Inc | Sacramento | CA | 07/2019 | 01/2020 |
| Postmates | Sacramento | CA | 11/2018 | 07/2019 |
| Apple | Elk Grove | CA | 09/2017 | 10/2018 |
| Best Buy | Auburn | CA | 07/2013 | 09/2017 |
| Robinhood Markets, Inc | Denver | CO | 10/2021 | 09/2022 |
| Fidelity Investments | Greenwood Village | CO | 09/2022 | 10/2024 |
| Fidelity Brokerage Services Llc | Boston | MA | 09/2022 | 05/2025 |
| J.P. Morgan Securities Llc | San Antonio | TX | 06/2025 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 06/2025 | 07/2025 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 05/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 08/2023 | 03/2025 |
| Robinhood Financial, Llc | Denver | CO | 10/2021 | 09/2022 |
| E*Trade Securities Llc | Sandy | UT | 04/2021 | 10/2021 |
| Self-Employed | San Antonio | TX | 08/2025 | 10/2025 |
| Fidelity Investments | Fort Worth | TX | 11/2025 | Present |
| Fidelity Investments | Palo Alto | CA | 10/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-09 |
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