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 | 2024-02-27 |
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 06/2015 | 01/2023 |
| Bank Of America, N.A. | Wellesley Hills | MA | 07/2015 | 01/2023 |
| First Republic Securities Company, Llc | Wellesley | MA | 01/2023 | 09/2023 |
| First Republic Investment Management, Inc. | Wellesley | MA | 01/2023 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-01 |
Reach out to this advisor