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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Conshohocken, PA • United States
Conshohocken, PA • United States
797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States
797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Philadelphia | PA | 07/2016 | 01/2018 |
| Mass Mutual | Philadelphia | PA | 02/2017 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 01/2018 | 06/2020 |
| Bank Of America, N.A. | Philadelphia | PA | 01/2018 | 06/2020 |
| Fidelity Brokerage Services Llc | King Of Prussia | PA | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-15 |
Reach out to this advisor