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 |
|---|---|---|---|
| WV | RA | APPROVED | 2018-04-13 |
| LA | RA | APPROVED | 2018-01-04 |
| GA | RA | APPROVED | 2017-12-22 |
| NC | RA | APPROVED | 2017-12-01 |
| OH | RA | APPROVED | 2017-11-30 |
| TX | RA | APPROVED | 2017-11-30 |
Branch Locations
Alpharetta, GA • United States
3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 11/2008 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 11/2017 | Present |
| Jpmorgan Securities, Llc. | Atlanta | GA | 11/2017 | Present |
| Racer's Edge Llc | Roswell | GA | 01/2018 | Present |
Entity Name: Racer's Edge LLC Investment related: No Address: Roswell, GA Nature of the other business: Principal activity centers on professional racecar driving in the IMSA-sanctioned series. Position/Title/Relationship: Owner Start Date: 01-Jan-2018 Approximate # of hours a month: 40 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Driver within the IMSA-sanctioned Professional Racecar series - GT3 Cup Challenge USA by Yokohoma Entity Name: The Edge 2009 Grandchildrens Trust Investment related: Yes Address: 1775 Alpharetta, GA Nature of the other business: Trust set up for grantor's grandkids Position/Title/Relationship: Trustee Start Date: 20-Aug-2009 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Trustee on an investment account that holds basic securities investments Entity Name: NIE Irrevocable Trust Investment related: Yes Address: 853 Fortson, GA Nature of the other business: Trust that pays for a life insurance contract Position/Title/Relationship: Other Start Date: 01-Dec-2011 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 1 Briefly describe your duties: pay life insurance premium once a year Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-11 |
Reach out to this advisor