Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc. | Richmond | VA | 11/2017 | 04/2023 |
| Unemployed | Richmond | VA | 05/2017 | 11/2017 |
| Hampden -Sydney College | Hampden Sydney | VA | 08/2012 | 05/2017 |
| Fidelity Investments | Richmond | VA | 04/2023 | 06/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
| Invirtus Wealth Partners | Midlothian | VA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
Reach out to this advisor