Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Loveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon | Castle-On-Hudson | NY | 11/2021 | 02/2022 |
| Tapestry Inc. | Woodbury | NY | 11/2019 | 01/2021 |
| Nike Inc. | Woodbury | NY | 02/2018 | 04/2019 |
| Polo Ralph Lauren | Woodbury | NY | 10/2016 | 01/2018 |
| Full-Time Education | Monroe-Woodbury | NY | 01/2016 | 09/2016 |
| Full-Time College Education | Suffern | NY | 04/2019 | 11/2019 |
| Full-Time Education | Albany | NY | 01/2021 | 11/2021 |
| Fidelity Investments | Covington | KY | 07/2022 | Present |
| Full-Time Education | Albany | NY | 02/2022 | 06/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
Reach out to this advisor