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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Indianapolis | IN | 10/2013 | 09/2017 |
| Fisher Investments | Plano | TX | 09/2017 | 01/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-19 |
Reach out to this advisor