Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
Sugarcreek Township, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Beavercreek | OH | 08/2021 | Present |
| Jpmorgan Chase | Dayton | OH | 09/2020 | 08/2021 |
| The Home Depot | Fairborn | OH | 03/2019 | 04/2020 |
| Walmart | Beavercreek | OH | 05/2017 | 01/2019 |
| First Year Of College (Unemployed) | Dayton | OH | 07/2016 | 05/2017 |
| Unemployed | N/A | OH | 01/2019 | 03/2019 |
| Unemployed (Covid-19) | N/A | OH | 04/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
Reach out to this advisor