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
12532 Memorial Drive, Houston, TX 77024-6000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2021 | 02/2022 |
| Thrivent Advisor Network Dba 49 Financial | Austin | TX | 12/2020 | 02/2022 |
| Texas A&M University | College Station | TX | 01/2019 | 06/2021 |
| Amazon | Grapevine | TX | 04/2020 | 01/2021 |
| Blinn College | Bryan | TX | 08/2017 | 01/2019 |
| Salado High School | Salado | TX | 05/2013 | 08/2017 |
| Fidelity Investments | Austin | TX | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-05 |
Reach out to this advisor