Best Investors
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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| CA | RA | APPROVED | 2025-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Burbank | CA | 01/2015 | 04/2019 |
| Jpmorgan Chase Bank, N.A. | Burbank | CA | 01/2015 | 04/2019 |
| Wells Fargo Bank Na | South Pasadena | CA | 04/2019 | 11/2021 |
| Wells Fargo Clearing Services Llc | South Pasadena | CA | 04/2019 | 11/2021 |
| Jpmorgan Chase Bank, N.A. | Burbank | CA | 11/2015 | 04/2019 |
| Citigroup | Los Angeles | CA | 11/2021 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Pasadena | CA | 10/2025 | Present |
| J.P. Morgan Securities Llc | Pasadena | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-25 |
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