Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Provo | UT | 06/2019 | 08/2019 |
| Fidelity Investments | Durham | NC | 01/2024 | Present |
| Alpine Academy | Sparks | NV | 04/2019 | 06/2019 |
| Unemployed | Oxford | MS | 08/2023 | 11/2023 |
| Byu | Provo | UT | 08/2020 | 04/2021 |
| Rc Willey | Reno | NV | 05/2018 | 08/2018 |
| Rc Willey | Orem | UT | 08/2018 | 04/2019 |
| Unemployed | Provo | UT | 04/2021 | 08/2021 |
| Unemployed | Provo | UT | 04/2020 | 06/2020 |
| Qualtrics | Provo | UT | 08/2021 | 12/2021 |
| Extended Travel | Santiago | 05/2016 | 05/2018 | |
| Treasured Moments Home Care | Provo | UT | 06/2020 | 08/2020 |
| Switchboard Labs, Llc | Dc | DC | 12/2021 | 08/2023 |
| Byu | Provo | UT | 08/2019 | 04/2020 |
| Door Dash | Oxford | MS | 11/2023 | 12/2023 |
| Unemployed | Oxford | MS | 12/2023 | 01/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
Reach out to this advisor