Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 High Street Suite 431, Boston, MA 02110-1529 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-03-08 |
Branch Locations
125 High Street Suite 431, Boston, MA 02110-1529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 02/2007 | Present |
| Fidelity Investments Institutional Services Company, Inc. | Boston | MA | 05/2016 | Present |
OAA#: 59850 | Org Name:Inspired Futures AI, LLC/mytaptrack | Org Addr:Enumclaw, WA, US | Nature of Bus:Technology Startup | Invst Rel:Y | Title:Advisor | Duties:Advise the startup on growth strategy. | Start Dt:03/28/2019 | Total Hrs p/m:3 | Sec Trdng Hrs p/m:0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-22 |
Reach out to this advisor