Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-20 |
| VT | RA | APPROVED | 2026-03-20 |
| MA | RA | APPROVED | 2023-09-07 |
| NH | RA | APPROVED | 2022-07-11 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investment | Merrimack | NH | 05/2013 | 05/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2021 |
| Valic Financial Advisors, Inc. | Nashua | NH | 05/2022 | Present |
| Unemployment | Webster | NH | 05/2021 | 05/2022 |
| Agia | Houston | TX | 12/2022 | Present |
| The Wild Rover | Manchester | NH | 03/2024 | 04/2024 |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-30 |
Reach out to this advisor