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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-16 |
| TX | RA | APPROVED | 2022-05-16 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
712 Main St 5Th Floor - South, Houston, TX 77002 • 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 |
|---|---|---|---|---|
| Roncancio Wealth Management | Scottsdale | AZ | 01/2015 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2017 | 05/2022 |
| Bank Of America, N.A. | Dallas | TX | 10/2017 | 05/2022 |
| J.P. Morgan Securities Llc | Dallas | TX | 05/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 05/2022 | Present |
| Roncancio Wealth Management, Inc. | Tempe | AZ | 01/2015 | 08/2017 |
| Unemployed | Phoenix | AZ | 09/2017 | 09/2017 |
Effective 5/16/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-12 |
Reach out to this advisor