Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| OH | RA | APPROVED | 2018-02-19 |
Branch Locations
6000 Far Hills Avenue, Centerville, OH 45459 • United States
3450 W Siebenthaler Ave, Dayton, OH 45406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Dayton | OH | 02/2014 | 01/2018 |
| Thrivent Financial | Dayton | OH | 04/2014 | 01/2018 |
| Jp Morgan Chase Bank N.A. | Dayton | OH | 01/2018 | 08/2023 |
| Jp Morgan Securities, Llc | Dayton | OH | 01/2018 | 08/2023 |
| Jp Morgan Securities Llc | Huber Heights | OH | 08/2023 | Present |
| Jp Morgan Chase Bank | Huber Heights | OH | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-26 |
Reach out to this advisor