Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-26 |
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman | New York | NY | 08/2016 | 04/2019 |
| Jpmorgan Chase Bank Na | Columbus | OH | 08/2021 | 10/2023 |
| Jpmorgan Securities Llc | Columbus | OH | 08/2021 | 10/2023 |
| Jpmorgan Securities Llc | Chicago | IL | 06/2020 | 08/2020 |
| Unemployed | South Bend | IN | 05/2019 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 10/2023 | Present |
| University Of Notre Dame | Notre Dame | IN | 08/2019 | 05/2021 |
| Bank Of America, N.A. | Columbus | OH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-20 |
Reach out to this advisor