Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | 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 |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 06/2019 | 01/2022 |
| Santander Securities, Llc | Dorchester | MA | 06/2019 | 01/2022 |
| Citizens Bank | Lexington | MA | 11/2017 | 06/2019 |
| The Ups Store | Watertown | MA | 04/2016 | 11/2017 |
| Umass Boston | Boston | MA | 02/2015 | 08/2020 |
| Northeast Arc | Danvers | MA | 10/2020 | 12/2021 |
| Tempus Unlimited Inc | Stoughton | MA | 01/2022 | 01/2022 |
| Fidelity Investments | Merrimack | NH | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-65895|OrgNmn:Tempus Unlimited Inc.|Org Addr:Stoughton,Massachuse,US|OBA Nature:Fiscal Intermediary (FI) for t|Invst Rel:N|Title:Employee|Duties:Provide help with daily activity such as bathing and dressing|StrtDt:|TotHrs/mon:129|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-27 |
Reach out to this advisor