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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Castro Valley, CA • United States
2120 University Ave, Berkeley, CA 94704-1026 • United States
1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Berkeley | CA | 12/2021 | Present |
| Bank Of America | Hayward | CA | 07/2021 | 12/2021 |
| Unemployed | Castro Valley | CA | 04/2020 | 07/2021 |
| Robert Half Technology | San Ramon | CA | 06/2018 | 04/2020 |
| Unemployed | Castro Valley | CA | 05/2018 | 06/2018 |
| Aztec Shops Ltd. | San Diego | CA | 08/2016 | 05/2018 |
| Safeway | Castro Valley | CA | 07/2017 | 08/2017 |
| Unemployed | Castro Valley | CA | 06/2017 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
Reach out to this advisor