Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| IL | RA | APPROVED | 2020-08-07 |
| TX | RA | APPROVED | 2020-08-07 |
Branch Locations
10 S. Dearborn Street Floor 11, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optionsxpress, Inc. (Charles Schwab) | Chicago | IL | 02/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 11/2016 | 07/2020 |
| J.P. Morgan Securities Llc | Chicago | IL | 08/2020 | Present |
| Bank Of America | Rolling Meadows | IL | 11/2016 | 07/2020 |
| Jp Morgan Chase Bank, N.A. | Chicago | IL | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-09 |
Reach out to this advisor