Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-21 |
Branch Locations
200 Pinecrest Drive, Orange, OH 44122-4207 • United States
Solon, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chagrin Falls | OH | 05/2025 | 09/2025 |
| Audi Bedford Penske Automotive | Bedford | OH | 06/2017 | 04/2025 |
| Ecrm | Solon | OH | 02/2015 | 06/2017 |
| Fidelity Investments | Orange | OH | 09/2025 | 06/2026 |
| Fidelity Investments | Orange | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-21 |
Reach out to this advisor