Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
Encinitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veritude (Fidelity Staffing Partner) | Burlington | MA | 12/2018 | 01/2019 |
| Veritude (Fidelity Staffing Partner) | Burlington | MA | 05/2018 | 08/2018 |
| Entercom Communications | Brighton | MA | 09/2017 | 12/2017 |
| Friendly's Restaurant | Watertown | MA | 09/2017 | 12/2017 |
| Friendly's Restaurant | Watertown | MA | 05/2017 | 07/2017 |
| Winchester Recreation Department | Winchester | MA | 06/2017 | 08/2017 |
| Fidelity Brokerage Services Llc | Burlington | MA | 06/2019 | Present |
| Elon University | Elon | NC | 08/2015 | 05/2017 |
| Elon University | Elon | NC | 01/2018 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
Reach out to this advisor