Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Maintenance Concierge Inc. | Los Angeles | CA | 10/2012 | 10/2021 |
| Unemployed | San Francisco | CA | 10/2021 | 05/2022 |
| Jones Lang Lasalle | Santa Clara | CA | 05/2022 | 12/2023 |
| Fidelity Investments | San Jose | CA | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
Reach out to this advisor