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 |
|---|---|---|---|
| DC | RA | APPROVED | 2022-12-13 |
| TX | RA | APPROVED | 2022-11-15 |
| MD | RA | APPROVED | 2022-04-19 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Capital Management, Inc. | Bethesda | MD | 01/2014 | 03/2022 |
| J.P. Morgan Securities Llc | Washington | DC | 04/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 04/2022 | Present |
| The Next Level | Kensington | MD | 01/2009 | Present |
Entity Name: The Next Level Investment related: No Address: 9400 Connecticut Ave Kensington, MD 20895 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 01/07/2009 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Lacrosse Program. I am a coach. It is not similar to my firm role. There is no connection to JPM.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2017-10-05 |
Reach out to this advisor