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 | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin | Whitewater | WI | 01/2018 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 09/2018 | 10/2019 |
| Bank Of America N.A. | Seattle | WA | 05/2015 | 09/2018 |
| Fidelity Brokerage Services Llc | Seattle | WA | 10/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-06 |
Reach out to this advisor