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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Basket | Tilton | NH | 09/2014 | 05/2017 |
| Lakehouse Grille | Meredith | NH | 05/2017 | 08/2017 |
| Belmont High School | Belmont | NH | 08/2015 | 06/2019 |
| Jm Carr | Loudon | NH | 05/2018 | 08/2018 |
| Independent Contractor | Canterbury | NH | 05/2019 | 05/2022 |
| College Of The Holy Cross | Worcester | MA | 08/2019 | 05/2023 |
| Jordans Ice Creamery | Belmont | NH | 06/2022 | 09/2023 |
| Fidelity Investments | Merrimack | NH | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-03 |
Reach out to this advisor