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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Neptune Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2017 | 12/2019 |
| Atlantic Transport | Jacksonville Beach | FL | 03/2014 | 10/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 12/2017 | 12/2019 |
| Fidelity Brokerage Services | Jacksonville | FL | 12/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-12 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-13 |
Reach out to this advisor