Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
Orange Park, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Orange Park | FL | 11/2020 | 03/2022 |
| Village Presbyterian Church | Prairie Village | KS | 01/2018 | 11/2020 |
| Woods Memorial Presbyterian Church | Severna Park | MD | 09/2014 | 12/2017 |
| Fidelity Investments | Orange Park | FL | 03/2022 | Present |
OBA-131370|OrgNmn:Frick Cancer|Org Addr:Orange Par,Florida,US|OBA Nature:Speaking to organizations, com|Invst Rel:N|Title:Speaker - Story Teller - Survivor|Duties:No set cadence. I'll speak where and when I'm invited as my Fidelity duties allow. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-08 |
Reach out to this advisor