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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na. | Denver | CO | 07/2007 | Present |
| J.P. Morgan Securities Llc | Denver | CO | 07/2007 | Present |
| Mount Nola Llc | Denver | CO | 10/2023 | Present |
Entity Name: Mount NOLA LLC Investment related: No Address: 2002 Crazy Hose Circle, Unit 2002, Building 321 DENVER, Colorado, 80204 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/20/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Opened an LLC to buy second home in Edwards, CO with wife that we plan to short term rent ( wife is doing this) when we are not using it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-10 |
Reach out to this advisor