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 | 2025-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creekhouse Kitchen And Bar | Wimberly | TX | 07/2022 | 07/2023 |
| Texas State University | San Marcos | TX | 01/2022 | 07/2022 |
| Transition Support Services | San Antonio | TX | 07/2023 | 08/2023 |
| Topgolf | Austin | TX | 12/2024 | 12/2024 |
| Texas State University | San Marcos | TX | 08/2023 | 12/2023 |
| Promontory Country Club | Park City | UT | 06/2020 | 08/2020 |
| Montage Deer Valley | Park City | UT | 11/2020 | 04/2021 |
| Full Time Student | Park City | UT | 12/2014 | 10/2017 |
| Montage Deer Valley | Park City | UT | 12/2021 | 01/2022 |
| Montage Palmetto Bluff | Bluffton | SC | 04/2021 | 08/2021 |
| Fidelity Investments | Austin | TX | 12/2024 | Present |
| Texas State University | San Marcos | TX | 08/2019 | 06/2020 |
| Topgolf | San Antonio | TX | 11/2018 | 08/2019 |
| Topgolf | Austin | TX | 02/2024 | 07/2024 |
| Unemployed | Park City | UT | 08/2020 | 11/2020 |
| Russo'S | San Antonio | TX | 07/2018 | 10/2024 |
| Scuzzi'S Italian Kitchen | San Antonio | TX | 10/2017 | 01/2018 |
| Transition Support Services | San Antonio | TX | 12/2023 | 01/2024 |
| Topgolf | San Antonio | TX | 08/2024 | 10/2024 |
| Texas State University | San Marcos | TX | 08/2021 | 12/2021 |
| Sub-Zero Nitrogen Ice Cream | San Antonio | TX | 01/2018 | 07/2018 |
| Cornerstone Christian Schools | San Antonio | TX | 09/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
Reach out to this advisor