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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Laguna Hills, CA • United States
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Abingdon | VA | 08/2017 | 02/2019 |
| Wells Fargo Bank Na | Abingdon | VA | 07/2015 | 02/2019 |
| Bank Of America Na | Richmond | VA | 02/2019 | 10/2019 |
| Merrill Lynch | Richmond | VA | 02/2019 | 10/2019 |
| Edward Jones | St Louis | MO | 10/2019 | 08/2021 |
| Bank Of Tennessee | Bristol | TN | 08/2021 | 04/2022 |
| Lpl Financial Llc | Bristol | TN | 08/2021 | 04/2022 |
| Fidelity Investments | Raleigh | NC | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-15 |
Reach out to this advisor