Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 02/2018 | 01/2020 |
| Lakeview Asset Management, Llc. | Millburn | NJ | 12/2014 | 02/2018 |
| Bank Of America, N.A. | Florham Park | NJ | 06/2018 | 01/2020 |
| The Prudential Insurance Company Of America` | Basking Ridge | NJ | 01/2020 | 04/2021 |
| Pruco Securities Llc | Basking Ridge | NJ | 01/2020 | 04/2021 |
| Fidelity Investments | Merrimack | NH | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-26 |
Reach out to this advisor