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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED_RES | 2025-10-13 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Bronx | NY | 01/2014 | 03/2021 |
| Citigroup Global Markets, Inc. | Bronx | NY | 01/2014 | 08/2020 |
| Unemployed | Canton | GA | 04/2021 | 02/2022 |
| Jp Morgan Chase Bank, N.A. | Atlanta | GA | 03/2022 | 06/2022 |
| Jp Morgan Securities, Llc | Atlanta | GA | 03/2022 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Stamford | CT | 06/2022 | 02/2023 |
| Wells Fargo Bank, Na | Stamford | CT | 06/2022 | 02/2023 |
| Experiture | Brooklyn | NY | 02/2023 | 01/2024 |
| Jpmorgan Chase Bank, Na | Jersey City | NJ | 01/2024 | 01/2025 |
| Fidelity Investments | Chappaqua | NY | 01/2025 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-21 |
Reach out to this advisor