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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-28 |
| TX | RA | APPROVED | 2025-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Los Angeles | CA | 09/2022 | 11/2022 |
| Massmutual Life Insurance Co | Los Angeles | CA | 09/2022 | 11/2022 |
| Think Together | Upland | CA | 06/2021 | 08/2021 |
| Eighty Six Marketing | Rancho Cucamonga | CA | 10/2020 | 06/2021 |
| Children's Dental Funzone | Ontario | CA | 07/2020 | 09/2020 |
| Hooptopia/Golden State Warriors | San Francisco | CA | 11/2019 | 02/2020 |
| Vitacoco | San Francisco | CA | 10/2019 | 01/2020 |
| Wag | San Franciso | CA | 12/2018 | 11/2019 |
| Stater Bro | Ontario | CA | 08/2017 | 06/2018 |
| Primerica | Ontario | CA | 02/2021 | 05/2022 |
| Jpmorgan Chase Bank, N.A. | Diamond Bar | CA | 03/2023 | 11/2023 |
| J.P. Morgan Securities Llc | Diamond Bar | CA | 03/2023 | 11/2023 |
| Lenox Advisors | Los Angeles | CA | 05/2022 | 10/2022 |
| H&R Block | Upland | CA | 01/2023 | 03/2023 |
| Unemployed | Ontario | CA | 03/2013 | 07/2017 |
| Unemployed | Ontario | CA | 03/2020 | 06/2020 |
| Unemployed | Ontario | CA | 12/2022 | 12/2022 |
| Unemployed | Ontario | CA | 07/2018 | 11/2018 |
| Fidelity Investments | Ontario | CA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-20 |
Reach out to this advisor