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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery Inn Boathouse | Cincinnati | OH | 07/2017 | 07/2019 |
| Sterling Cut Glass | Erlanger | KY | 08/2018 | 09/2019 |
| Queen City Club | Cincinnati | OH | 06/2019 | 09/2019 |
| Northern Kentucky University Recreation Center | Highland Heights | KY | 11/2018 | 05/2019 |
| Moxie Parking Solutions | Cincinnati | OH | 03/2021 | 09/2021 |
| Performance Lexus Rivercenter | Covington | KY | 09/2021 | 09/2022 |
| Fidelity Investments | Covington | KY | 09/2022 | Present |
| Northern Kentucky University | Highland Heights | KY | 08/2018 | 12/2021 |
| Beechwood High School | Fort Mitchell | KY | 08/2014 | 05/2018 |
| Unemployed | Newport | KY | 01/2021 | 03/2021 |
| Unemployed | Covington | KY | 09/2012 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-31 |
Reach out to this advisor