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 |
|---|---|---|---|
| NM | RA | APPROVED | 2024-08-19 |
| FL | RA | APPROVED | 2020-03-04 |
| TX | RA | APPROVED | 2020-02-14 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 05/2011 | 02/2020 |
| Bank Of America, N.A. | West Palm Beach | FL | 07/2011 | 02/2020 |
| Jpmorgan Chase Bank, Na | Palm Beach Gardens | FL | 02/2020 | Present |
| Jpmorgan Securities, Llc. | Palm Beach Gardens | FL | 02/2020 | Present |
Entity Name: The Salvation Army Investment related: Yes "Address: West Palm Beach, FL 33409" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/25/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: As a board member, we will support programs of the Salvation Army to help the poor. Entity Name: Navy League of the United States - Palm Beach Council Investment related: No "Address: 2300 Wilson Blvd., Suite 200 Arlington, VA 22201-5424 https://www.navyleague.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/07/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Navy League of the United States, founded in 1902 with the support of President Theodore Roosevelt, is a nonprofit civilian, educational and advocacy organization that supports America's sea services: the Navy, Marine Corps, Coast Guard and U.S.-flag Merchant Marine. No connection to JPMC. Effective 2/14/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 1999-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-20 |
Reach out to this advisor