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 | 2023-09-11 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Naples | FL | 11/2007 | Present |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 11/2007 | Present |
Entity Name: St. Matthew's House Investment related: Yes Address: 2001 S Naples, FL Nature of the other business: Providing shelter, food, clothing, rehabilitation from substance abuse, and vocational opportunities for men and women who are in need. Position/Title/Relationship: Director Start Date: 01-Jan-2020 Approximate # of hours a month: 1.5 Approximate # of hours during securities trading hours: 2-4 Briefly describe your duties: Board of Directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-01 |
| S66 | Uniform Combined State Law Examination | 2007-06-18 |
Reach out to this advisor