Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| CA | RA | APPROVED | 2021-06-25 |
Branch Locations
2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Washington | DC | 12/2014 | 07/2017 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 06/2021 | Present |
| Jpmorgan Securities Llc | Los Angeles | CA | 06/2021 | Present |
| Citigroup | Denver | CO | 07/2017 | 07/2019 |
| Citigroup | Washington | DC | 07/2019 | 06/2021 |
| Ftm Parnters | Manhattan Beach | CA | 03/2024 | Present |
| Secure Foundry Inc | Fort Worth | TX | 09/2024 | Present |
Entity Name: Secure Foundry inc Investment related: No "Address: 1305 Ranchers Legacy Trl Suite 140 Fort Worth, TX 76126 https://www.securefoundry.com/" Nature of the other business: Manufacturer Position/Title/Relationship: Owner/Partner Start Date: 09/10/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a business which creates a tool to manufacture low volume micro electronics. I am a passive common stock shareholder. No connection to JPMC . Entity Name: FTM Parnters Investment related: No Address: Manhattan Beach California 90266 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 3/1/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: My wife and I will be the sole partners. This entity will be used to manage our residential rental properties and segregate expenses associated with the management and maintenance of these properties from our personal expenses. It will not provide any services outside of our own investments. No connection to my role at JPMC. " Rental Property - Denver, CO; Investment-related; Affiliation started on 07/01/2019; Title: Owner; Duties: Manage property ( pay mortgage, taxes, insurances); 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.///// Rental Property - Falls Church, VA; Investment-related; Affiliation started on 7/1/2017; Title: Owner; Duties: Manage property; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.///// Rental Property - (14010) Midlothian, VA; Investment-related; Affiliation started on 11/1/2012; Title: Owner; Duties: Manage property; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.///// Rental Property - (12002) Midlothian, VA; Investment-related; Affiliation started on 7/1/2013; Title: Owner; Duties: Manage property; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2008-03-21 |
Reach out to this advisor