Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
Los Angeles, CA • 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 |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 06/2022 | Present |
| Ce Shop Llc | Aurora | CO | 02/2022 | 03/2022 |
| Holistica Integrative Care | Boulder | CO | 09/2020 | 02/2022 |
| Front Range Community College | Westminster | CO | 08/2018 | 06/2020 |
| Boulder Longevity Institute | Boulder | CO | 12/2019 | 09/2020 |
| Justine Malone | Santa Rosa | CA | 01/2012 | 01/2019 |
| Tierra Bella Gardens | Lafayette | CO | 10/2017 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-05 |
Reach out to this advisor