Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2021 | Present |
| Shipt | Wellington | FL | 02/2020 | 06/2021 |
| Contend Capital | Tampa | FL | 01/2019 | 02/2020 |
| Dana Young Campaign | Tampa | FL | 09/2016 | 11/2018 |
| Sunrun | Tampa | FL | 07/2018 | 10/2018 |
| Tampa Palms Golf And Country Club | Tampa | FL | 10/2017 | 07/2018 |
| Studio Movie Grill | Tampa | FL | 02/2017 | 08/2017 |
| University Of South Florida | Tampa | FL | 07/2016 | 05/2021 |
| Focus Marketing | Tampa | FL | 02/2018 | 03/2018 |
| Valet Service | Tampa | FL | 02/2019 | 03/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
Reach out to this advisor