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 | 2025-03-31 |
Branch Locations
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Fort Worth | TX | 08/2012 | 05/2018 |
| Walgreens | Haltom City | TX | 03/2016 | 05/2018 |
| Best Buy | Fort Worth | TX | 05/2018 | 02/2019 |
| Olive Garden | Grapevine | TX | 11/2018 | 05/2019 |
| Unemployed | Fort Worth | TX | 05/2019 | 08/2019 |
| Keller Isd | Fort Worth | TX | 08/2019 | 03/2020 |
| Lifetouch | Dallas | TX | 09/2019 | 04/2020 |
| Amazon | Haslet | TX | 10/2019 | 01/2020 |
| Unemployed | Fort Worth | TX | 03/2020 | 11/2020 |
| Amazon | Fort Worth | TX | 11/2020 | 04/2022 |
| Northwest High School | Justin | TX | 08/2021 | 04/2022 |
| Att | Watauga | TX | 04/2022 | 09/2022 |
| Unemployed | Fort Worth | TX | 09/2022 | 10/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | 01/2024 |
| Fidelity Investments | Southlake | TX | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-25 |
Reach out to this advisor