Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldfinch Capital Advisors, Llc | Houston | TX | 01/2012 | 12/2016 |
| Lanx Advisors | New York | NY | 03/2017 | 01/2019 |
| Arcim Advisors/Alphastrat | Greenwich | CT | 03/2019 | 09/2019 |
| Lpl Financial, Llc | Wilton | CT | 11/2019 | 06/2023 |
| Fidelity Investments | Greenwich | CT | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
Reach out to this advisor