Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| IN | RA | APPROVED | 2026-01-02 |
Branch Locations
5640 Crawfordsville Rd, Speedway, IN 46224 • United States
9770 E 116Th St, Fishers, IN 46037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 05/2012 | 11/2019 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 04/2014 | 11/2019 |
| Pnc Bank | Indianapolis | IN | 11/2019 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 10/2020 | 10/2022 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 10/2020 | 10/2022 |
| The Huntington Investment Company | Columbus | OH | 10/2022 | 06/2023 |
| The Huntington National Bank | Indianapolis | IN | 10/2022 | 06/2023 |
| Jpmorgan Chase Bank (In) | Indianapolis | IN | 06/2023 | 07/2025 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 06/2023 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 07/2025 | Present |
| Bank Of America, N.A. | Indianapolis | IN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-17 |
Reach out to this advisor