Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-09 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Fort Worth | TX | 06/2012 | 09/2017 |
| Wells Fargo Advisors Llc | Fort Worth | TX | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 09/2017 |
| Jpmorgan Chase Bank Na | Fort Worth | TX | 09/2017 | Present |
| Jpmorgan Securities Llc | Fort Worth | TX | 09/2017 | Present |
| Tailwind Ventures, Llc | Weatherford | TX | 06/2019 | 06/2025 |
Entity Name: Fort Worth Museum of Science and History Investment related: Yes "Address: 1600 Gendy St, Fort Worth, TX 76107 https://www.fwmuseum.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been asked by the museum to serve on the finance committee. Entity Name: Fort Worth Museum of Science and History Investment related: No "Address: 1600 Gendy St, Fort Worth, TX 76107 https://www.fwmuseum.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No similarity to role at JPM. I have been asked to serve on board of directors to help oversee museum initiatives as well as collectively work to grow community impact. Museum is a client of the Private Bank but I am not a signer on any account nor to I directly manage said accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-15 |
Reach out to this advisor