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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
100 N Tampa St Floor 33, Tampa, FL 33602 • United States
575 Washington Blvd Floor 9 & 10, Jersey City, NJ 07310 • United States
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 |
|---|---|---|---|---|
| Merrill, Lynch, Pierce, Fenner & Smith, Inc | Hartford | CT | 07/2004 | 11/2018 |
| The Leaders Group, Inc. | Littleton | CO | 01/2020 | 12/2024 |
| Covr Financial Technologies | Hartford | CT | 12/2018 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 12/2024 | Present |
| J.P. Morgan Securities Llc | Greenwich | CT | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-19 |
Reach out to this advisor