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 | 2026-01-08 |
| PA | RA | APPROVED | 2025-07-30 |
Branch Locations
1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 12/2024 | 04/2025 |
| Unemployed | Newtown Square | PA | 06/2024 | 11/2024 |
| Penn State University | State College | PA | 09/2023 | 05/2024 |
| Unemployed | Newtown Square | PA | 06/2023 | 08/2023 |
| Penn State University | State College | PA | 09/2022 | 05/2023 |
| Unemployed | Newtown Square | PA | 06/2022 | 08/2022 |
| Penn State University | State College | PA | 09/2021 | 05/2022 |
| Unemployed | Newtown Square | PA | 06/2021 | 08/2021 |
| Penn State University | State College | PA | 09/2020 | 05/2021 |
| Unemployed | Newtown Square | PA | 06/2020 | 08/2020 |
| St. Joseph's Preparatory School | Philadelphia | PA | 09/2019 | 05/2020 |
| Unemployed | Newtown Square | PA | 06/2019 | 08/2019 |
| St. Joseph's Preparatory School | Philadelphia | PA | 09/2018 | 05/2019 |
| Unemployed | Newtown Square | PA | 06/2018 | 08/2018 |
| St. Joseph's Preparatory School | Philadelphia | PA | 09/2017 | 05/2018 |
| Aronimink Golf Club | Newtown Square | PA | 06/2017 | 08/2017 |
| St. Joseph's Preparatory School | Philadelphia | PA | 09/2016 | 05/2017 |
| Fidelity Investments | Philadelphia | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-13 |
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