Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peacan Tree S De Rl Cv | Austin | TX | 02/2010 | Present |
| J.P. Morgan Securities Llc | Austin | TX | 10/2012 | Present |
| Millway 8300 | Austin | TX | 09/2020 | Present |
| Jpmorgan Chase Bank, Na. | Austin | TX | 09/2006 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: MILLWAY 8300 POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 9/1/2020 ADDRESS: 8300 AUSTIN, TX DETAILS: rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 3 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: PEACAN TREE S DE RL CV POSITION: PARTIAL PARTNER START DATE: 2/16/2010 ADDRESS: 350 San Pedro Garza Garcia, Nuevo Leon Mexico DETAILS: FAMILY INVESTMENT PARTNERSHIP IN MEXICO THAT INVEST IN NON-US SECURITIES AND IS MANAGED BY A THIRD PARTY. ALL SECURITIES ARE HELD IN A BROKERAGE ACCOUNT. I AM 1/8 OWNER OF THE ACCOUNT WITH MY SIBLINGS BEING THE OTHER OWNERS. SINCE IT IS MANAGED BY A THIRD PARTY, I HAVE NO INPUT WHATSOEVER IN THE MANAGEMENT OF THE ACCOUNT. I HAVE NO INPUT IN THE SELECTION, PURCHASE OR SALE OF THE INVESTMENTS AND I AM NOT INVOLVED IN ANY PART OF THE COMPANY'S MANAGEMENT. HOURS DEDICATED (per month unless otherwise indicated): ZERO HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-19 |
Reach out to this advisor