Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-03 |
| KY | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED_RES | 2025-06-16 |
Branch Locations
416 W Jefferson St Floor 01, Louisville, KY 40202 • United States
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pnc Financial Services Group | Louisville | KY | 07/1997 | 06/2025 |
| Kumon | Louisville | KY | 12/2022 | Present |
| J.P. Morgan Securities Llc | Louisville | KY | 06/2025 | Present |
| Ebay | San Jose | CA | 07/2008 | Present |
Entity Name: ebay Investment related: No Address: 2025 Hamilton Avenue, San Jose, California 95125 Nature of the other business: E-Commerce Position/Title/Relationship: Employee/Contractor Start Date: 07/01/2008 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: selling various items on eBay. No connection to JPMorganChase. Not during work hours. Entity Name: Kumon Investment related: No Address: Westport Road Louisville KY Nature of the other business: Tutoring Position/Title/Relationship: Employee/Contractor Start Date: 12/13/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Tutoring early learners. No connection to JPMorganChase. No work during work hours. 1) I HAVE BEEN SELLING VARIOUS ITEMS (HOUSEHOLD, LOTIONS, SOAPS, ETC) ON EBAY AND WOULD LIKE TO OPEN A STORE TO REDUCE THE COST OF FEES. FOR THE LAST FEW MONTHS, I HAVE MADE MORE CONSISTENT REVENUE OF APPROXIMATELY $200. MY GOAL IS INCREASE TO ABOUT $500 TO $1000 MONTHLY. THIS HAS NOTHING TO DO WITH THE FINANCIAL INDUSTRY, AND I WILL NOT CONDUCT BUSINESS DURING WORK HOURS. ALSO, I WOULD NOT BE REACHING OUT TO ANY JPMorgan Chase EMPLOYEES OR CUSTOMERS. ///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
Reach out to this advisor