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 | 2021-06-29 |
| WV | RA | APPROVED | 2021-03-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Charleston | WV | 11/2015 | 06/2018 |
| Northwestern Mutual Investment Services, Llc | Charleston | WV | 08/2015 | 06/2018 |
| Northwestern Mutual Wealth Management Company | Charleston | WV | 11/2016 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Charleston | WV | 07/2018 | 11/2019 |
| J.P. Morgan Securities, Llc | Charleston | WV | 07/2018 | 11/2019 |
| Jp Morgan Chase Bank, N.A. | Huntington | WV | 12/2019 | Present |
| Jp Morgan Securites, Llc | Huntington | WV | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-17 |
Reach out to this advisor