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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
150 Motor Parkway, Hauppauge, NY 11788 • United States
142 New Moriches Road, Lake Grove, NY 11755-1300 • United States
Huntington, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Forest Hills | NY | 11/2015 | 12/2016 |
| Charles Schwab Bank | Forest Hills | NY | 11/2015 | 12/2016 |
| Jpmorgan Securities Llc | New York | NY | 12/2016 | 01/2019 |
| Jpmorgan Securities, Llc. | New York | NY | 01/2019 | 06/2020 |
| Jpmorgan Chase Bank Na | New York | NY | 12/2016 | 06/2020 |
| Jpmorgan Private Bank | New York | NY | 06/2020 | 03/2021 |
| Unemployed | Huntington | NY | 03/2021 | 02/2022 |
| Fidelity Investments | Lake Grove | NY | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
Reach out to this advisor