Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-27 |
Branch Locations
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Campbell | CA | 05/2026 | Present |
| Fisher Investments | Plano | TX | 04/2025 | 04/2026 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 11/2021 | 04/2025 |
| Desert Financial Wealth Management | Glendale | AZ | 01/2020 | 10/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2014 | 01/2020 |
| Raymond James Financial Services, Inc. | Glendale | AZ | 01/2020 | 10/2021 |
| Desert Financial Credit Union | Glendale | AZ | 01/2020 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2014 | 01/2020 |
| Raymond James Financial Services Advisors, Inc. | Glendale | AZ | 01/2020 | 10/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2021 | 04/2025 |
OBA-131456|OrgNmn:F45|Org Addr:Willow Gle,California,US|OBA Nature:Fitness Studio|Invst Rel:N|Title:Employee|Duties:Fitness instructor|StrtDt:06-30-26|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-02 |
Reach out to this advisor