Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Miami | FL | 09/2021 | 04/2025 |
| Ubs Financial Services Inc. | Miami | FL | 09/2025 | 11/2025 |
| Fidelity Investments | Tallahassee | FL | 01/2026 | Present |
| Bucher & Christian Consulting, Inc. | Mountain View | CA | 11/2017 | 02/2018 |
| Unemployed | Miami | FL | 11/2025 | 01/2026 |
| Manhattan Gold Investment Group, Llc | San Jose | CA | 01/2018 | 09/2021 |
| J.P. Morgan Chase & Co. | San Francisco | CA | 07/2019 | 08/2019 |
| Marymount California University | Palos Verdes | CA | 01/2013 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Miami | FL | 04/2025 | 09/2025 |
| Dialog Direct | Miami | FL | 02/2021 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
Reach out to this advisor