Best Investors
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Best Investors
Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Owings Mills | MD | 09/2014 | 07/2016 |
| Various Insurance Carriers For W & R Insurance Agencies | Odenton | MD | 12/2014 | 07/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2016 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2017 | 06/2022 |
| Bank Of America, N.A. | Washington | DC | 04/2017 | 06/2022 |
| Navy Federal Financial Group, Llc | Reston | VA | 09/2022 | 10/2024 |
| Navy Federal Investment Services, Llc | Reston | VA | 09/2022 | 10/2024 |
| Fidelity Investments | Tysons Corner | VA | 11/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-122619|OrgNmn:Ultimate Neighborhood Guide - Washington DC|Org Addr:Annandale,Virginia,US|OBA Nature:Profit Sharing with Amazon boo|Invst Rel:N|Title:Sole Proprietor|Duties:monitor sales once a qtr. |StrtDt:08-01-25|TotHrs/mon:0.25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-18 |
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