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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2022-05-23 |
Branch Locations
1111 Polaris Pkwy, Floor 4J, Columbus , OH 43240 • United States
8181 Communications Pkwy Ste A, Floor 04, Plano, TX 75024-0242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Flower Mound | TX | 06/2016 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flower Mound | TX | 06/2016 | 05/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 05/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 05/2022 | Present |
Entity Name: Congregational Security Inc Investment related: No Address: P.O Box 540841 Grand Prairie, Texas, 75054-0841 972.266.0131 Permit # C14551 / Permit # F-01049 congregationalsecurityinc.com Nature of the other business: Security Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Safety Officer for my church. Providing safety and security at church functions and church related services. This role/capacity is not similar to my JPMC role. No connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-24 |
Reach out to this advisor