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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-18 |
| MN | RA | APPROVED | 2025-04-07 |
| WI | RA | APPROVED | 2025-04-07 |
Branch Locations
River Falls, WI • United States
8342 3Rd Street N, Oakdale, MN 55128-5439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2018 | 08/2024 |
| Scrap, Usa | Denton | TX | 10/2017 | 06/2018 |
| Fidelity Investments | Westlake | TX | 10/2014 | 10/2017 |
| Thrivent Investment Management Inc | Chippewa Falls | WI | 11/2024 | 03/2025 |
| Thrivent Financial | Appleton | WI | 08/2024 | 11/2024 |
| Thrivent Financial | Appleton | WI | 11/2024 | 03/2025 |
| Fidelity Investments | Oakdale | MN | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-14 |
Reach out to this advisor