Best Investors
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
Port Saint Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Miami | FL | 09/2024 | Present |
| Best Buy | Jensen Beach | FL | 06/2016 | 07/2017 |
| Bank Of America | Palm City | FL | 03/2019 | 01/2020 |
| Doordash | Port Saint Lucie | FL | 02/2021 | 11/2021 |
| Bank Of America | Port Saint Lucie | FL | 03/2018 | 09/2022 |
| Bank Of America | Stuart | FL | 03/2018 | 03/2019 |
| Pnc Bank | Stuart | FL | 09/2022 | 08/2024 |
| At&T | Stuart | FL | 07/2017 | 03/2018 |
| Bank Of America | Jensen Beach | FL | 01/2020 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-28 |
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