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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-17 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
Huntington Beach, CA • United States
815 E Birch St, Brea, CA 92821-5765 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Palo Alto | CA | 06/2016 | 12/2017 |
| Fidelity Brokerage Services Llc | San Francisco | CA | 01/2018 | 03/2019 |
| Unemployed | Rancho Palos Verdes | CA | 04/2019 | 06/2019 |
| Vipkid | San Francisco | CA | 07/2019 | 06/2020 |
| Fidelity Investments | San Jose | CA | 07/2020 | 05/2021 |
| Fidelity Investments | Ca | CA | 06/2021 | 12/2021 |
| Commentsold | New York | NY | 12/2021 | 09/2022 |
| California Cryobank | Brooklyn | NY | 06/2023 | 09/2023 |
| Zendesk | Brooklyn | NY | 10/2022 | 12/2023 |
| Stable.WOrk | Brooklyn | NY | 08/2023 | 02/2024 |
| Unemployed | Rancho Palos Verdes | CA | 02/2024 | 03/2024 |
| Fidelity Investments | Brea | CA | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Brea | CA | 07/2026 | Present |
| Strategic Advisers, Llc | Brea | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
Reach out to this advisor