Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Los Angeles | CA | 06/2016 | 03/2024 |
| J.P. Morgan Securities Llc | Westlake Village | CA | 10/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 10/2024 | Present |
| Unemployed | Oak Park | CA | 04/2024 | 09/2024 |
| Wiser Family Llc | Burbank | CA | 11/2020 | Present |
| Pleasant Village Gp Llc | Burbank | CA | 08/2019 | Present |
Entity Name: Pleasant Village GP LLC Investment related: Yes Address: 145 W Magnolia Blvd, Burbank, CA 91502 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/09/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Formed by my immediate family to serve as administrative GP for the development of Pleasant Village Apartments in Fresno, CA. I commit zero hours dedicated to this investment and it is not similar to my current role at JPMC Entity Name: Wiser Family LLC Investment related: No Address: 145 Magnolia Blvd, Burbank, CA 91502 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/16/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: passive ownership in real estate. I have no responsibilities regarding the investments and no similarity to my current role
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-10 |
Reach out to this advisor