Best Investors
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
Lake Forest, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 02/2016 | 09/2017 |
| Edward Jones | St.LOuis | MO | 11/2017 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 08/2018 | 01/2019 |
| Bank Of America, N.A. | Palo Alto | CA | 10/2018 | 01/2019 |
| Fidelity Brokerage Services Llc | San Francisco | CA | 05/2019 | 01/2021 |
| Unemployed | Fremont | CA | 02/2019 | 04/2019 |
| E*Trade Securities Llc | Sandy | UT | 01/2021 | 10/2021 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2021 | 10/2021 |
| E*Trade Securities Llc | Sandy | UT | 10/2021 | 08/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 10/2021 | 08/2023 |
| Morgan Stanley | Sandy | UT | 12/2022 | 08/2023 |
| Morgan Stanley | Sandy | UT | 09/2023 | 09/2023 |
| Fidelity Investments | Mission Viejo | CA | 01/2024 | Present |
| Unemployed | Eagle Mountain | UT | 09/2023 | 12/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2016-10-07 |
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