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_RES | 2013-09-20 |
| AZ | RA | APPROVED | 2012-10-01 |
Branch Locations
6155 N Scottsdale Rd, Floor 1, Scottsdale, AZ 85250 • 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 |
|---|---|---|---|---|
| Swan, Llc | Chandler | AZ | 07/2006 | Present |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 10/2012 | Present |
| Klassy Kloset Boutique | Chandler | AZ | 09/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 10/1997 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: KLASSY KLOSET BOUTIQUE POSITION: PARTIAL OWNER START DATE: 9/30/2017 ADDRESS:5070, CHANDLER AZ DETAILS: ONLINE SALES FOR WOMEN'S APPAREL. HELP PICK OUT CLOTHES TO BUY FROM WHOLESALE WEBSITES. HOURS DEDICATED (per month unless otherwise indicated): Weekends - 16 hours HOURS DURING TRADING: NONE INVESTMENT RELATED: NO ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: SWANS, LLC. POSITION: SOLE PROPRIETOR START DATE: 7/1/2006 ADDRESS: 5070 CHANDLER, AZ. DETAILS: RENTALS/PROPERTIES: 42151 MARICOPA, AZ. HOURS DEDICATED (per month unless otherwise indicated): NONE HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-26 |
Reach out to this advisor