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 | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Virginia Beach, VA • United States
4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Virgina Beach | VA | 02/2016 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 02/2016 | 06/2021 |
| Fidelity Investments | Virginia Beach | VA | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-93781|OrgNmn:PMP Quality Care LLC|Org Addr:Virginia B,Virginia,US|OBA Nature:Group Home|Invst Rel:N|Title:CEO|Duties:Oversee operations |StrtDt:02-01-23|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-14 |
Reach out to this advisor