Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-02 |
Branch Locations
8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argyle Youth Sports Association | Argyle | TX | 01/2017 | 03/2018 |
| Texas Republic Bar & Grill | Dallas | TX | 01/2019 | 08/2019 |
| Smu Department Of Rec Sports | Dallas | TX | 05/2019 | 08/2019 |
| City Of Spearfish Youth Sports Association | Spearfish | SD | 08/2019 | 09/2021 |
| Hub International | Fort Worth | TX | 05/2022 | 08/2022 |
| Fidelity Investments | Westlake | TX | 06/2023 | 08/2023 |
| College (Full-Time Student) | Argyle | TX | 01/2018 | 05/2023 |
| Argyle High School | Argyle | TX | 08/2016 | 06/2018 |
| Fidelity Investments | Westlake | TX | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-12 |
Reach out to this advisor