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 | 2023-10-20 |
| NY | RA | APPROVED | 2023-10-12 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Securities, Llc | New York | NY | 07/2016 | 02/2019 |
| First Republic Securities Company, Llc | New York | NY | 10/2019 | 09/2023 |
| Unemployed | New York | NY | 02/2019 | 09/2019 |
| First Republic Investment Management, Inc | New York | NY | 10/2019 | Present |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | New York | NY | 10/2023 | Present |
| Fora Travel | New York | NY | 07/2026 | Present |
Entity Name: Fora Travel Investment related: No Address: https://www.foratravel.com/ Nature of the other business: Travel Agency Position/Title/Relationship: Employee/Contractor Start Date: 07/12/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Independent travel agent for friends & family at Fora Travel advisory. There would be zero overlap with current role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-01 |
Reach out to this advisor