Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Louis Armstrong Center For Music And Medicine | New York | NY | 08/2019 | 06/2021 |
| Cortica | San Diego | CA | 08/2021 | 03/2023 |
| Eastside Westside Music Together | New York | NY | 01/2017 | 08/2019 |
| Dylan Lauren | New York | NY | 08/2017 | 12/2019 |
| Kaplan Family | New York | NY | 05/2016 | 08/2019 |
| Unemployed | New York | NY | 06/2021 | 07/2021 |
| Sa Consulting | Newburgh | NY | 11/2022 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2023 | 08/2024 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 05/2023 | 08/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2023 | 08/2024 |
| Fidelity Investments | San Diego | CA | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-19 |
Reach out to this advisor