Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 11/2018 | 09/2021 |
| Unemployed | San Diego | CA | 08/2018 | 11/2018 |
| Geico | San Diego | CA | 01/2018 | 08/2018 |
| Unemployed | San Diego | CA | 02/2017 | 12/2017 |
| Verizon Wireless | Carlsbad | CA | 02/2015 | 02/2017 |
| Robinhood Financial, Llc. | Westlake | TX | 09/2021 | 05/2022 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 05/2022 | 10/2022 |
| Morgan Stanley Smith Barney Llc | Carlsbad | CA | 10/2022 | 12/2023 |
| Fidelity Investments | Durham | NC | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-19 |
Reach out to this advisor