Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 06/2021 | Present |
| Fish Window Cleaning | Norwell | MA | 06/2018 | 01/2021 |
| Investment Advisory Group, Llc | Hanover | MA | 06/2019 | 08/2019 |
| Erickson Living: Linden Ponds | Hingham | MA | 09/2015 | 07/2017 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2017 | 05/2021 |
| Norwell High School | Norwell | MA | 09/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
Reach out to this advisor