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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
480 Bedford Road, Chappaqua, NY 10514-1715 • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2021 | 06/2022 |
| Shoprite Supermarkets | Lagrangeville | NY | 12/2015 | 08/2019 |
| Trump National Golf Course | Hopewell Junction | NY | 06/2018 | 08/2019 |
| State University Of New York At Oswego | Oswego | NY | 08/2017 | 08/2021 |
| John Jay Senior High School | Hopewell Junction | NY | 08/2013 | 08/2017 |
| Door Dash | San Francisco | CA | 11/2021 | 06/2022 |
| Unemployed | Hopewell Junction | NY | 08/2021 | 11/2021 |
| Fidelity Investments | Hopewell Junction | NY | 08/2022 | Present |
| State University College At Oswego | Oswego | NY | 02/2020 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-31 |
Reach out to this advisor