Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 03/2023 | Present |
| Walmart Inc | Nashville | TN | 12/2022 | 02/2023 |
| Oracle Netsuite | Nashville | TN | 02/2022 | 11/2022 |
| Tesla | Buffalo | NY | 04/2021 | 01/2022 |
| Amazon Inc | Lancaster | NY | 06/2021 | 06/2021 |
| Walmart Inc | Williamsville | NY | 04/2020 | 04/2021 |
| Ingram Micro | Williamsville | NY | 12/2019 | 07/2020 |
| Burlington Coat Factory | Williamsville | NY | 10/2019 | 01/2020 |
| Strategic Financial Solutions | Buffalo | NY | 10/2018 | 08/2019 |
| Transformco (Sears) | Williamsville | NY | 10/2018 | 10/2018 |
| Walmart Inc | Williamsville | NY | 10/2016 | 10/2018 |
| Transit Drive In Theatre | Lockport | NY | 05/2014 | 09/2017 |
| Buffalo State College/University | East Amherst | NY | 08/2014 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
Reach out to this advisor