Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisor | Woodland Hills | CA | 02/2012 | 01/2020 |
| Fidelity Investments | Austin | TX | 07/2026 | Present |
| Oppenheimer And Co | Phoenix | AZ | 01/2020 | 11/2024 |
| Unemployed | League City | TX | 11/2024 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-06 |
Reach out to this advisor