Best Investors
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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
Santa Cruz, CA • United States
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Burlingame | CA | 10/2024 | Present |
| Santa Cruz County Government | Santa Cruz | CA | 05/2024 | 09/2024 |
| Sodexo | Atherton | CA | 10/2022 | 05/2024 |
| Santa Cruz County Government | Santa Cruz | CA | 05/2023 | 01/2024 |
| College Coaches Skills Camp | San Francisco | CA | 05/2023 | 01/2024 |
| Insta Cart | Santa Cruz | CA | 12/2021 | 06/2023 |
| Uber | Santa Cruz | CA | 12/2021 | 01/2023 |
| St Francis High School Salesian College Preparatory | Watsonville | CA | 06/2022 | 08/2022 |
| Tsunami Academy | Los Altos | CA | 09/2021 | 05/2022 |
| Guardino Well Drilling Inc. | Watsonville | CA | 05/2021 | 09/2021 |
| Menlo Park Legends | San Jose | CA | 08/2021 | 08/2021 |
| Menlo College | Atherton | CA | 01/2021 | 05/2021 |
| Stewarts Floral | Santa Cruz | CA | 08/2020 | 01/2021 |
| St Francis High School Salesian College Preparatory | Watsonville | CA | 06/2020 | 08/2020 |
| St Francis High School Salesian College Preparatory | Watsonville | CA | 08/2019 | 05/2020 |
| St Francis High School Salesian College Preparatory | Watsonville | CA | 06/2019 | 08/2019 |
| St Francis High School Salesian College Preparatory | Watsonville | CA | 08/2016 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
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