Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-16 |
| TX | RA | APPROVED | 2020-11-09 |
Branch Locations
11650 Countryway Blvd, Tampa, FL 33626 • United States
4890 Ridgemoor Blvd, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 05/2016 | 03/2017 |
| Usaa Financial Advisors, Inc. | Tampa | FL | 05/2016 | 03/2017 |
| Transmerica Retirement Solutions | St. Petersburg | FL | 04/2017 | 11/2020 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 04/2017 | 11/2020 |
| Transamerica Corporation Affliates | St. Petersburg | FL | 03/2017 | 11/2020 |
| J.P. Morgan Securities, Llc | Palm Harbor | FL | 11/2020 | Present |
| J.P. Morgan Chase Bank, N.A. | Palm Harbor | FL | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-05 |
Reach out to this advisor