Best Investors
Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-10 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Newark | DE | 03/2016 | 06/2018 |
| Jpmorgan Chase Bank Na | Newark | DE | 03/2016 | 06/2018 |
| Citigroup | Los Angeles | CA | 07/2018 | 07/2021 |
| Jpmorgan Chase Bank Na | Dallas | TX | 07/2021 | Present |
| Jpmorgan Securities Llc | Dallas | TX | 07/2021 | Present |
Entity Name: Instacart Investment related: No "Address: https://www.instacart.com/ 50 Beale Street, San Francisco, CA " Nature of the other business: Delivery Service Position/Title/Relationship: Employee/Contractor Start Date: 10/04/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Instacart is a delivery service for individual customers that want you to pick up items for local stores for them. I'll be the driver picking up these items. This role is not similar to my firms role. Entity Name: Lyft Investment related: No "Address: 441 9th Ave, New York, NY 10001 https://www.lyft.com/" Nature of the other business: Rideshare Position/Title/Relationship: Employee/Contractor Start Date: 10/04/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Lyft is a ride sharing company and i'll be driving for them on the weekends to make extra money they have no connections to JPMorgan Chase Entity Name: Uber Eats Investment related: No Address: Dallas, Texas 75226 www.ubereats.com Nature of the other business: Food Delivery Position/Title/Relationship: Employment/Contractor Start Date: 03/06/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a food delivery services just like DoorDash.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-15 |
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