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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crosscountry Mortgage | Louisville | KY | 11/2021 | 09/2022 |
| Volvo Cars Of Louisville | Louisville | KY | 05/2019 | 10/2021 |
| Orangetheory Fitness/ Davis Fitness Llc | Louisville | KY | 08/2015 | 06/2019 |
| Cadillac Sign And Decal | Louisville | KY | 06/2017 | 07/2017 |
| Omaha Beef Llc | Omaha | NE | 02/2017 | 06/2017 |
| Humana | Louisville | KY | 07/2016 | 02/2017 |
| Fidelity Investments | Jacksonville | FL | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
Reach out to this advisor