Best Investors
Account
Sign in
888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2018 | 10/2018 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 10/2018 | 05/2019 |
| Roger Williams University | Bristol | RI | 08/2013 | 05/2017 |
| Veritude | Merrimack | NH | 10/2017 | 05/2018 |
| Unemployed | Tyngboro | MA | 05/2017 | 10/2017 |
| First Republic Investment Management, Inc | Boston | MA | 07/2020 | 07/2023 |
| First Republic Securities Company, Llc | Boston | MA | 07/2020 | 09/2023 |
| Unemployed | Tyngsboro | MA | 06/2019 | 04/2020 |
| Matrix | New York | NY | 04/2020 | 07/2020 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | 07/2024 |
| Mb Royalty Llc | Tyngsboro | MA | 09/2023 | 09/2024 |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | 07/2024 |
| Natixis Distribution, Llc | Boston | MA | 10/2024 | Present |
| Natixis Advisors, Llc | Boston | MA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-21 |
Reach out to this advisor