Best Investors
Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| CT | RA | APPROVED | 2025-03-31 |
Branch Locations
265 Church St One Century Tower, New Haven, CT 06510-7013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High Point University | High Point | NC | 08/2019 | 05/2020 |
| Stony Brook | Stony Brook | NY | 08/2020 | 05/2024 |
| Old Saybrook High School | Old Saybrook | CT | 08/2015 | 06/2019 |
| Fidelity Investments | New Haven | CT | 10/2024 | Present |
| Pete Capezzone | Old Saybrook | CT | 06/2017 | 06/2019 |
| Waters Edge Resort And Spa | Westbrook | CT | 05/2021 | 08/2021 |
| Ac Petersen At Hallmark | Old Lyme | CT | 06/2017 | 08/2017 |
| Old Saybrook Parks And Recreation | Old Saybrook | CT | 06/2018 | 08/2020 |
| Fresh Salt: Saybrook Point Inn Resort & Marina | Old Saybrook | CT | 05/2022 | 10/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
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