Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-27 |
| TX | RA | APPROVED | 2025-11-27 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Durham | NC | 04/2021 | 07/2023 |
| Schnitz | Robina | 08/2015 | 02/2018 | |
| Griffith University | Reedy Creek | 02/2015 | 12/2018 | |
| Anz | Robina | 07/2019 | 04/2021 | |
| N/A | Reedy Creek | 02/2018 | 07/2019 | |
| Fidelity Investments | Durham | NC | 02/2024 | Present |
| Fidelity Charitable | Durham | NC | 07/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-29 |
Reach out to this advisor