Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2019 | 08/2020 |
| Landstar Transportation | Jacksonville | FL | 10/2017 | 06/2019 |
| 3 Palms Grille | Ponte Vedra Beach | FL | 10/2016 | 07/2017 |
| Unemployed | Ponte Vedra Beach | FL | 06/2016 | 09/2016 |
| Fidelity Investments | Jacksonville | FL | 08/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-27 |
Reach out to this advisor