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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-29 |
Branch Locations
5100 Town Center Cir Floor 06, Boca Raton, FL 33486-1049 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boca Raton | FL | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 03/2024 | Present |
| Defy Mortgage | Boca Raton | FL | 08/2023 | 03/2024 |
| First Republic | Boca Raton | FL | 09/2022 | 06/2023 |
| Highlands Residential | Boca Raton | FL | 04/2022 | 08/2022 |
| Jpmorgan Chase Bank | Boca Raton | FL | 09/2017 | 04/2022 |
| Wells Fargo | Boca Raton | FL | 03/2016 | 09/2017 |
| Symmetry Financial Group Llc | Boca Raton | FL | 07/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-10 |
Reach out to this advisor