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 |
|---|---|---|---|
| CA | 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Covina | CA | 05/2019 | 08/2020 |
| World Financial Group, Inc. | Covina | CA | 06/2016 | 08/2020 |
| Cedar Sinia Medical Center | Los Angeles | CA | 03/2015 | 06/2017 |
| All Nations Realty And Investments | Rancho Cucamonga | CA | 01/2017 | 05/2022 |
| Pih Whittier Hospital | Whittier | CA | 11/2018 | 10/2020 |
| Greystar | Santa Ana | CA | 11/2020 | 05/2022 |
| Fidelity Investments | Seal Beach | CA | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-27 |
Reach out to this advisor