Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ikids | Houston | TX | 03/2020 | 06/2020 |
| Aces Institute At The University Of Houston | Houston | TX | 10/2020 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 07/2022 | 12/2023 |
| Fidelity Investments | Austin | TX | 05/2025 | Present |
| Cypress Ridge High School | Houston | TX | 08/2013 | 06/2018 |
| Unemployed | Houston | TX | 08/2021 | 12/2021 |
| Times Lab At The University Of Houston | Houston | TX | 10/2020 | 06/2021 |
| Project Destined | Houston | TX | 12/2021 | 04/2022 |
| Unemployed | Houston | TX | 12/2023 | 10/2024 |
| Banana Republic | Houston | TX | 06/2019 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 10/2024 | 04/2025 |
| Unemployed | Houston | TX | 05/2022 | 07/2022 |
| Unemployed | Houston | TX | 06/2018 | 08/2018 |
| Wells Fargo Bank, Na | Houston | TX | 10/2024 | 04/2025 |
| Ieducate | Houston | TX | 08/2018 | 03/2020 |
| Bank Of America N.A. | Houston | TX | 07/2022 | 12/2023 |
| Unemployed | Houston | TX | 06/2020 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
Reach out to this advisor