Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-16 |
| TX | RA | APPROVED_RES | 2024-08-16 |
Branch Locations
2435 Burnsed Blvd, The Villages, FL 32163 • United States
2335 Parr Dr, The Villages, FL 32162 • United States
7255 Baymeadows Way, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesley Gersh Dba Gersh Wealth Strategies, Llc | Louisville | KY | 08/2013 | 10/2016 |
| J.P. Morgan Securities Llc | The Villages | FL | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | The Villages | FL | 08/2024 | Present |
| Rainmaker Dba Align Wealth Mgmt, A Practice Of Ameriprise Fin. | Louisville | KY | 10/2016 | 02/2023 |
| Stock Yards Bank And Trust | Louisville | KY | 02/2023 | 06/2024 |
| Unemployed | The Villages | FL | 07/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
Reach out to this advisor