Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-18 |
| MA | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Somerville, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace | Fort Worth | TX | 03/2021 | 01/2023 |
| Saltgrass Steakhouse | Fort Worth | TX | 08/2016 | 03/2021 |
| Fidelity Investments | Westlake | TX | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-18 |
Reach out to this advisor