Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
500 Westgate Dr, Brockton, MA 02301 • United States
386 Washington St, Stoughton, MA 02072 • United States
95 Washington St, Canton, MA 02021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Canton | MA | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Canton | MA | 07/2026 | Present |
| Bank Of America/Merrill Lynch | Hingham | MA | 09/2024 | 07/2026 |
| Fidelity | Hingham | MA | 04/2022 | 09/2024 |
| Citizens Securities | Westwood | MA | 08/2020 | 04/2022 |
| John Hancock | Boston | MA | 01/2020 | 08/2020 |
| Lombardos Of Randolph Inc | Randolph | MA | 05/2019 | 01/2020 |
| Edward Jones | Hanson | MA | 03/2019 | 12/2019 |
| Ma Mutual Life Ins Co | Hanson | MA | 03/2019 | 12/2019 |
| Citizens | Quincy | MA | 05/2017 | 03/2019 |
| Amazon | Stoughton | MA | 01/2018 | 01/2019 |
| Bank Of America | West Roxbury | MA | 10/2016 | 05/2017 |
| Finish Line | Natick | MA | 11/2010 | 12/2016 |
| Citizens | Westwood | MA | 03/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-04 |
Reach out to this advisor