Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Round Rock, TX • United States
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Methodist University | Dallas | TX | 08/2014 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2018 | 06/2020 |
| Northwestern Mutual Investment Services Llc | Dallas | TX | 09/2018 | 06/2020 |
| Fidelity Investments | Austin | TX | 08/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-15 |
Reach out to this advisor