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_RES | 2025-06-27 |
| GA | RA | APPROVED | 2025-03-31 |
Branch Locations
Brookhaven, GA • United States
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baylor University | Waco | TX | 08/2016 | 05/2020 |
| Norma'S Cafe | Frisco | TX | 06/2017 | 01/2019 |
| Pinstack | Allen | TX | 05/2019 | 08/2019 |
| Brookdale Senior Living | Plano | TX | 07/2019 | 10/2020 |
| Chuy'S | Waco | TX | 01/2020 | 03/2020 |
| Chuy'S | Fort Worth | TX | 09/2021 | 03/2022 |
| Core-Mark International | Fort Worth | TX | 05/2022 | 06/2022 |
| Fidelity Investments | Fort Worth | TX | 06/2022 | Present |
| Unemployed | Fort Worth | TX | 05/2020 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-15 |
Reach out to this advisor