Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-28 |
| MA | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED_RES | 2026-01-22 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2018 | 03/2021 |
| Providence College | Providence | RI | 10/2015 | 05/2018 |
| Fidelity Investments | Smithfield | RI | 06/2017 | 08/2017 |
| Providence College | Providence | RI | 09/2014 | 05/2018 |
| Fidelity Investments | Shrewsbury | MA | 04/2021 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-18 |
Reach out to this advisor