Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Modesto/Merced | CA | 09/2005 | 04/2021 |
| Wells Fargo Advisors Llc | Merced | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Merced | CA | 11/2016 | 04/2021 |
| Golden 1 Credit Union | Modesto | CA | 04/2021 | 10/2022 |
| Fidelity Investments Llc | Turlock | CA | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-93318|OrgNmn:NGM LLC|Org Addr:Turlock,California,US|OBA Nature:Professional offices rental|Invst Rel:Y|Title:Partner|Duties:I manage the financials and bookeeping for the parnership|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-27 |
Reach out to this advisor