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 |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Wallingford, PA • United States
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Dresher | PA | 01/2019 | 03/2021 |
| Prudential Annuities Distributors, Inc. | Dresher | PA | 01/2019 | 03/2021 |
| Unemployed | Watertown | CT | 02/2018 | 12/2018 |
| Verizon Wireless | Smithfield | RI | 10/2015 | 01/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2021 | 02/2023 |
| Unemployed | Wallingford | PA | 04/2021 | 07/2021 |
| Johnson & Wales University | Providence | RI | 03/2016 | 08/2017 |
| Fidelity Investments | Villanova | PA | 04/2023 | Present |
| Unemployed | Wallingford | PA | 03/2023 | 03/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-26 |
Reach out to this advisor