Best Investors
Account
Sign in
Best Investors
Account
Sign in
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
4600 Toucton Road Suite 230, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 08/2022 | 11/2025 |
| Warner University | Lake Wales | FL | 10/2021 | 04/2022 |
| Unemployed | Palm City | FL | 04/2022 | 08/2022 |
| Warner University | Lake Wales | FL | 08/2021 | 04/2022 |
| Warner University | Lake Wales | FL | 08/2020 | 04/2021 |
| Unemployed | Palm Beach Gardens | FL | 04/2021 | 08/2021 |
| Unemployed | Palm Beach Gardens | FL | 04/2020 | 08/2020 |
| Mid-America Christian University | Oklahoma City | OK | 08/2019 | 04/2020 |
| Unemployed | Plam Beach Gardens | FL | 04/2019 | 08/2019 |
| Palm Beach State College | Lake Worth | FL | 08/2018 | 04/2019 |
| William T Dwyer High School | Plam Beach Gardens | FL | 08/2013 | 05/2018 |
| Unemployed | Palm Beach Gardens | FL | 05/2018 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Usi Consulting Group | Glastonbury | CT | 11/2025 | Present |
| Usi Advisors | Glastonbury | CT | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-22 |
Reach out to this advisor