Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Irving, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance | Horsham | PA | 01/2017 | 05/2017 |
| Unemployed | Fort Worth | TX | 06/2016 | 01/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2017 | 06/2017 |
| Unemployed | Spring | TX | 06/2017 | 08/2018 |
| Fidelity Brokerage Services Llc. | Westlake | TX | 12/2018 | Present |
| Rover | Seattle | WA | 08/2018 | 12/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-15 |
Reach out to this advisor