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 | 2025-09-23 |
| CT | RA | APPROVED | 2024-01-23 |
Branch Locations
910 Boston Post Rd, Guilford, CT 06437 • United States
971 Piquonnock Rd, Groton, CT 06340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Charleston | SC | 04/2016 | 10/2018 |
| Northwestern Mutual Investment Services Llc | Charleston | SC | 04/2016 | 10/2018 |
| Guardian Life Insurance Company Of America | Mount Pleasant | SC | 01/2019 | 12/2019 |
| Park Avenue Securities | Mount Pleasant | SC | 01/2019 | 12/2019 |
| Citizens Bank | Orange | CT | 01/2020 | 02/2022 |
| Citizens Securities Inc. | Orange | CT | 01/2020 | 12/2020 |
| Jp Morgan Chase Bank, N.A. | Orange | CT | 02/2022 | 02/2024 |
| Jp Morgan Securities, Llc | Orange | CT | 02/2022 | 02/2024 |
| Market Street Investments, Llc | Charleston | SC | 09/2016 | 02/2020 |
| Consolidated Planning Inc | Charleston | SC | 01/2019 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | Guilford | CT | 02/2024 | Present |
| J.P. Morgan Securities Llc | Guilford | CT | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-03 |
Reach out to this advisor