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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Porter Ranch | CA | 12/2013 | 04/2022 |
| Jpmorgan Securities Llc | Porter Ranch | CA | 01/2015 | 04/2022 |
| Systemed Billing Solutions | Houston | TX | 03/2017 | 06/2019 |
| Fun Factory Party, Llc. | Katy | TX | 02/2019 | 03/2020 |
| Advisory Alpha, Llc | Holland | MI | 04/2022 | 05/2022 |
| Northstar Wealth Management Inc | Katy | TX | 04/2022 | 05/2022 |
| Fidelity Investments | Westlake | TX | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-06 |
Reach out to this advisor