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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
San Juan Capistrano, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investment | Mission Viejo | CA | 03/2009 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-69825|OrgNmn:Saddleback Laguna Lodge #672 Free and Accepted Masons|Org Addr:Lake Fores,California,US|OBA Nature:mens fraternal organization, p|Invst Rel:N|Title:Investment Committee Member|Duties:Compile monthly balance and performance information, assist with asset allocation decisions, selection and review of non-Fidelity third-party |StrtDt:01-25-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-120583|OrgNmn:Circuit Assembly Corp|Org Addr:Lake Fores,California,US|OBA Nature:Manufactures and sells cables |Invst Rel:N|Title:Director|Duties:Meet once a year to discuss business operations or if something that comes up prior to the annual meeting that need a vote from the board of d|StrtDt:07-14-25|TotHrs/mon:0.5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
Reach out to this advisor