Best Investors
Account
Sign in
200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-16 |
| MA | RA | APPROVED | 2025-04-29 |
| CO | RA | APPROVED | 2025-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2010 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 03/2020 | Present |
| John Hancock | Boston | MA | 04/2025 | Present |
| John Hancock Investment Management Distributors | Boston | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-19 |
Reach out to this advisor