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
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New American Funding | Plano | TX | 08/2021 | 01/2022 |
| Mr. Cooper | Lewisville | TX | 06/2020 | 06/2021 |
| Expressway Automotive | Enterprise | AL | 06/2019 | 08/2019 |
| Marco's Pizza | Enterprise | AL | 06/2019 | 07/2019 |
| Enterprise Investment And Planning | Enterprise | AL | 06/2018 | 08/2018 |
| Marco's Pizza | Enterprise | AL | 06/2018 | 08/2018 |
| Convenient Clean | Enterprise | AL | 06/2018 | 08/2018 |
| Unemployed / Full Time Student | Auburn | AL | 08/2019 | 05/2020 |
| Unemployed / Full Time Student | Auburn | AL | 08/2018 | 05/2019 |
| Unemployed / Full Time Student | Enterprise | AL | 01/2012 | 05/2018 |
| Fidelity Investments | Westlake | TX | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
Reach out to this advisor