Best Investors
Account
Sign in
888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-16 |
| OH | RA | APPROVED | 2026-01-15 |
| NY | RA | APPROVED | 2025-08-07 |
| MA | RA | APPROVED | 2025-08-06 |
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 |
|---|---|---|---|---|
| Coastal Equities, Inc. | Wilmington | DE | 01/2021 | 05/2022 |
| Hobart And William Smith Colleges | Geneva | NY | 08/2016 | 05/2020 |
| Glazing Concepts | Bensalem | PA | 05/2017 | 08/2018 |
| Bank Of America Merrill Lynch | Yardley | PA | 05/2019 | 08/2019 |
| Brick & Kyle Associaties | Newton | PA | 07/2020 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 08/2022 | 12/2024 |
| Bank Of America, N.A. | Boston | MA | 10/2022 | 12/2024 |
| Natixis Distribution, Llc | Boston | MA | 07/2025 | Present |
| Unemployed | Boston | MA | 12/2024 | 07/2025 |
| Natixis Advisors, Llc | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-22 |
Reach out to this advisor