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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kroger | Frankfort | KY | 04/2012 | 06/2017 |
| Kentucky Department Of Revenue | Frankfort | KY | 06/2017 | 12/2019 |
| Barnes & Noble College | Lexington | KY | 12/2019 | 03/2020 |
| Kroger | Lexington | KY | 03/2020 | 10/2020 |
| Kentucky Fine Wine And Spirits(Total Wine & More) | Lexington | KY | 10/2020 | 01/2022 |
| Indiana Fine Wine And Spirits(Total Wine & More) | Indianapolis | KY | 01/2022 | 07/2022 |
| Fidelity Investments | Covington | KY | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103917|OrgNmn:Cincinnati Catering|Org Addr:Cincinnati,Ohio,US|OBA Nature:Catering company|Invst Rel:N|Title:Catering associate |Duties:Help set up, transport, and clean up catering events. |StrtDt:11-11-23|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
Reach out to this advisor