Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
| NY | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED | 2026-04-17 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 03/2023 | 03/2026 |
| Us Tech Solutions | Jersey City | NJ | 03/2023 | 04/2025 |
| Davis School Distrrict | Farmington | UT | 08/2020 | 02/2023 |
| Weber School District | Ogden | UT | 09/2019 | 12/2019 |
| Brigham Young Univeristy-Idaho | Rexburg | ID | 09/2019 | 12/2019 |
| Self-Employed For Hawo American Academy | Rexburg | ID | 12/2018 | 03/2019 |
| The Glass Slipper Dress Shop | Rexburg | ID | 08/2018 | 11/2018 |
| Pizza Hut | Rexburg | ID | 04/2017 | 07/2017 |
| Buenavista Mexican Restaurant | Madison | AL | 04/2016 | 09/2016 |
| Madison City School District | Madison | AL | 05/2016 | 09/2016 |
| Certapro Painters | Madison | AL | 05/2015 | 09/2016 |
| Survey Sampling International | Rexburg | ID | 07/2018 | 09/2018 |
| Bonneville Joint School District 93 | Idaho Falls | ID | 01/2020 | 03/2020 |
| The Jefferson School District 251 | Rigby | ID | 01/2020 | 03/2020 |
| Idaho Falls School District 91 | Idaho Falls | ID | 01/2020 | 03/2020 |
| Super Saver Card, Dfr Inc. | Idaho Falls | ID | 03/2020 | 07/2020 |
| Clear Insights | Rexburg | ID | 07/2020 | 08/2020 |
| Kindercare Learning Centers | Farmington | UT | 06/2022 | 07/2022 |
| Brigham Young University-Idaho | Rexburg | ID | 09/2016 | 12/2019 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
Reach out to this advisor