Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 03/2017 | 07/2017 |
| Unemployed | Boston | MA | 01/2016 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | 07/2017 |
| Citizens Bank | Milton | MA | 02/2018 | 12/2020 |
| Citizens Securities, Inc | Milton | MA | 03/2018 | 12/2020 |
| Unemployed | Canton | MA | 08/2017 | 02/2018 |
| Citizens Securities | Newton | MA | 01/2021 | 10/2021 |
| Fidelity Investments | Merrimac | NH | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-07 |
Reach out to this advisor