Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
7700 Forsyth Blvd Floor 12 Ste 1200, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Clayton | MD | 03/2011 | Present |
| Jpmorgan Chase Bank, Na. | Clayton | MD | 03/2014 | Present |
Entity Name: Variety the Children's Charity Investment related: Yes "Address: https://varietystl.org/ 11840 Westline Industrial Dr. Suite 220 | St. Louis, MO 63146 314.720.7700" Nature of the other business: Charity Services Position/Title/Relationship: Board Member Start Date: 03/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Variety is a non-profit serving children with disabilities. I will be joining the Board of Directors, collectively responsible for strategy of the organization, and continuing my service on the Finance Committee. We oversee the investment portfolio and have outsourced its mgmt. No connection to JPMC Entity Name: Variety the Children's Charity of St. Louis Investment related: Yes Address: 2200 St. Louis, MO Website: http://www.varietystl.org/ Nature of the other business: The mission of Variety is to serve children with physical and mental disabilities in the Greater St. Louis region. Position/Title/Relationship: Other Start Date: 10-Mar-2014 Approximate # of hours a month: 2-3 hours per quarter Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment committee member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-31 |
Reach out to this advisor