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 |
|---|---|---|---|
| MD | 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 |
|---|---|---|---|---|
| N/A | Gaithersburg | MD | 06/2016 | 06/2017 |
| Znet Shows, Inc. | Germantown | MD | 07/2017 | 08/2019 |
| Fourth Presbyterian Church Of Washington, Dc | Bethesda | MD | 05/2018 | 08/2018 |
| Committee For A Responsible Federal Budget | Washington | DC | 01/2019 | 05/2019 |
| Us House Of Representatives | Gaithersburg | MD | 09/2019 | 12/2019 |
| The Trinity Forum | Washington | DC | 01/2020 | 05/2020 |
| Fourth Presbyterian Church Of Washington, Dc | Bethesda | MD | 06/2020 | 08/2020 |
| Bryce Canyon National Park Lodge | Bryce | UT | 05/2021 | 07/2021 |
| Kmg Appraisal Services & O'HAlloran Appraisal Services | Bethesda | MD | 09/2021 | 05/2022 |
| Fourth Presbyterian Church Of Washington, Dc | Bethesda | MD | 05/2022 | 01/2023 |
| Fidelity Investments | Rockville | MD | 01/2023 | Present |
| N/A | Gaithersburg | MD | 09/2020 | 04/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-05 |
Reach out to this advisor