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 | 2024-08-01 |
| NJ | RA | APPROVED | 2024-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newark | DE | 03/2013 | 01/2017 |
| J.P. Morgan Chase Bank, Na | Newark | DE | 01/2017 | 04/2019 |
| Morgan Stanley | Mount Laurel | NJ | 04/2019 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 07/2024 | Present |
| Bank Of America, N.A. | Mount Laurel | NJ | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-27 |
Reach out to this advisor