Best Investors
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Pompano Beach, FL • United States
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 06/2018 |
| Geico | Lakeland | FL | 08/2017 | 02/2018 |
| Saint Leo University | Saint Leo | FL | 07/2016 | 08/2017 |
| Wells Fargo | Saint Petersburg | FL | 08/2018 | 10/2018 |
| Morgan Stanley | Saint Petersburg | FL | 11/2018 | 01/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | 01/2020 |
| Pnc Investments | Lake Worth | FL | 01/2020 | 05/2021 |
| Fidelity Investments | Boca Raton | FL | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
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