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 | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 08/2021 | 01/2023 |
| J.P. Morgan Securities Llc | Seattle | WA | 08/2021 | 01/2023 |
| Washington Federal Bank | Yakima | WA | 02/2018 | 05/2018 |
| U.S. Bank | Yakima | WA | 01/2014 | 09/2017 |
| U.S. Bank | Yakima | WA | 05/2018 | 08/2021 |
| Unemployed | Wapato | WA | 10/2017 | 01/2018 |
| Fidelity Investments | Coral Gables | FL | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
Reach out to this advisor