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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-20 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
551 Newport Center Dr, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crt Holdings, Llc | San Diego | CA | 01/2012 | Present |
| J.P. Morgan Securities Llc | Newport Beach | CA | 10/2012 | Present |
| Banzai | San Diego | CA | 09/2016 | 09/2021 |
| Aero Bar, Inc | San Diego | CA | 08/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 10/2012 | Present |
Entity Name: Bright Uro Investment related: No Address: 3 Goddard, Irvine, CA 92618, USA Nature of the other business: Medical Equipment Position/Title/Relationship: Owner/Partner Start Date: 04/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Industry: Medical Equipment & Devices Focus: Wireless, catheter-free urodynamics monitoring I will have no responsibility or role and there is no connection to JPMorganChase" ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: AERO BAR, INC. POSITION: PARTIAL OWNER / INVESTOR DETAILS: FAMILY ONWED BAR. START DATE: 8/1/2018 ADDRESS: 3365 San Diego, CA HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: CRT HOLDINGS, LLC. POSITION: LLC MEMBER START DATE: 1/3/2012 ADDRESS: 2064 San Diego, CA DETAILS: REAL ESTATE INVESTMENT. HOURS DEDICATED (per month unless otherwise indicated): NONE HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-23 |
Reach out to this advisor