Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1234 N Eddy St Ste 124, South Bend, IN 46617-1477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Mishawaka | IN | 10/2010 | 04/2017 |
| Pnc Bank N.A. | Mishawaka | IN | 10/2010 | 04/2017 |
| Northwest Bank (Formerly: Mutualbank) | Mishawaka | IN | 05/2017 | 10/2020 |
| Lpl Financial, Llc | Mishawaka | IN | 05/2017 | 10/2020 |
| Pnc Investments | Granger | IN | 10/2020 | 02/2023 |
| Fidelity Investments | South Bend | IN | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-120829|OrgNmn:SNL - Acoustic Band|Org Addr:Mishawaka,Indiana,US|OBA Nature:Entertainment|Invst Rel:N|Title:Band member|Duties:Playing guitar. |StrtDt:08-09-25|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-04 |
Reach out to this advisor