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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Irvine | CA | 07/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 07/2013 | Present |
Entity Name: Rental Property Investment related: No Address: Santa Barbara, CA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/26/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: Rental Property Investment related: Y Address: Costa Mesa, CA 92627 Nature of the other business: Rental Property Position/Title/Relationship: Owner Start Date: 02/22/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: No job duties. Rental income. Entity Name: Rental Property Investment related: No Address: 1051 Newport Beach CA Nature of the other business: Rental condominium. Position/Title/Relationship: Sole Proprietor Start Date: 08-Sep-2018 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Minimal responsibilities. Check in on property once a quarter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-25 |
Reach out to this advisor