Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gartner | Irving | TX | 01/2021 | 01/2022 |
| Tonti Properties | Dallas | TX | 05/2019 | 01/2021 |
| Reliant Energy | Fort Worth | TX | 04/2018 | 05/2019 |
| City Of Mesquite Aquatics Center | Mesquite | TX | 05/2015 | 04/2017 |
| University Of North Texas | Denton | TX | 05/2015 | 12/2019 |
| Fidelity Investments | Weslake | TX | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
Reach out to this advisor