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 |
Branch Locations
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
Georgetown, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Cherry Creek | CO | 08/2015 | 02/2017 |
| Bancwest Investment Services | Cherry Creek | CO | 08/2015 | 02/2017 |
| Tiaa | Denver | CO | 03/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 03/2017 | 11/2020 |
| Fidelity Investments | Austin | TX | 11/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-03 |
Reach out to this advisor