Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-14 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
3057 Stevens Creek Blvd, Santa Clara, CA 95050 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Santa Clara | CA | 09/2009 | Present |
| J.P. Morgan Securities Llc | Santa Clara | CA | 10/2012 | Present |
| The Lewis Family Revocable Trust | Provo | UT | 05/2020 | 10/2025 |
| The Lewis Revocable Trust | Santa Rosa | CA | 03/2025 | Present |
Entity Name: Family Revocable Trust Investment related: No Address: 2 rental properties in Provo, Utah Nature of the other business: Trust Position/Title/Relationship: Employee/Contractor Start Date: 04/29/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm the trustee of a trust holding residential rental property Entity Name: The Lewis Revocable Trust Investment related: No Address: Santa Rosa, CA Nature of the other business: Trust Position/Title/Relationship: Owner/Partner Start Date: 03/18/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm one of two trustees of the trust that owns rental property, a single family home
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-10 |
Reach out to this advisor