Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-19 |
| TX | RA | APPROVED | 2023-04-19 |
Branch Locations
1 S Clinton Ave Floor 05, Rochester, NY 14604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Rochester | NY | 01/2011 | Present |
| Jpmorgan Chase Bank, N.A. | Rochester | NY | 07/2010 | Present |
| 106 Ellingwood Properties, Llc | Rochester | NY | 12/2016 | Present |
| J.J. Davis Properties Llc | Pittsford | NY | 07/2009 | Present |
| Prd Properties Llc | Pittsford | NY | 12/2015 | Present |
Entity Name: PRD Properties LLC Investment related: Yes Address: 61 Pittsford NY Nature of the other business: This LLC purchases residential real estate in the Rochester area and then rents it out. I own 15% of it but do not have any voting rights and/or responsibilities. My mom is the majority owner and takes care of everything. It is her day job. Position/Title/Relationship: Partial Owner Start Date: 31-Dec-2015 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: none Entity Name: J.J. Davis Properties LLC Investment related: Yes Address: 53 Pittsford New York Nature of the other business: This LLC owns one house Position/Title/Relationship: Partial Owner Start Date: 02-Jul-2009 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have no responsibilities, I own 20%. Entity Name: 106 Ellingwood Properties, LLC Investment related: Yes Address: 1217 Clifford Avenue, Rochester, NY 14621 Nature of the other business: The entity was opened to purchase a home. Position/Title/Relationship: Partial Owner Start Date: 05-Dec-2016 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Partial owner Only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-25 |
Reach out to this advisor