Best Investors
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Best Investors
Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-06 |
| CA | RA | APPROVED | 2025-05-19 |
Branch Locations
Santa Clara, CA • United States
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 09/2008 | 03/2017 |
| Fidelity Investments | Campbell | CA | 11/2024 | Present |
| Homemaking | Santa Clara | CA | 03/2017 | 11/2024 |
OBA-130625|OrgNmn:Next Birdie LLC|Org Addr:Santa Clar,California,US|OBA Nature:Holding company for future bus|Invst Rel:N|Title:Officer|Duties:Owner/member responsible for admin oversight, developement, for future golf related service unrelated to financial services industry.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2008-11-20 |
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