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_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Ardmore | PA | 04/2008 | 09/2018 |
| Citizens Securities, Inc | Ardmore | PA | 05/2015 | 09/2018 |
| Fifth Third | Cincinnati | OH | 09/2019 | 10/2021 |
| Self Via Instacart | Fort Thomas | KY | 07/2019 | 09/2019 |
| 1St National Bank | West Chester | OH | 01/2019 | 07/2019 |
| Us Bank | Cincinnati | OH | 10/2018 | 01/2019 |
| Citizens Bank ,Na | Philadelphia | PA | 04/2008 | 09/2018 |
| Fifth Third Securities | Cincinnati | OH | 08/2020 | 10/2021 |
| Fidelity Investments | Covington | KY | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-100603|OrgNmn:Instacart|Org Addr:San Franci,California,US|OBA Nature:Instacart is an American deliv|Invst Rel:N|Title:FOOD SHOPPER AND DELIVERY|Duties:drive to store perhaps shop for items and deliver- always delivery|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-100680|OrgNmn:Door Dash|Org Addr:San Franci,California,US|OBA Nature:food delivery|Invst Rel:N|Title:Planning Consultant|Duties:food delivery|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-10 |
Reach out to this advisor