Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED_RES | 2025-01-09 |
Branch Locations
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
2696 S. Colorado Blvd., Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Chicago | IL | 09/2016 | 02/2018 |
| Ubs | Chicago | IL | 02/2018 | 11/2024 |
| J.P. Morgan Securities Llc | Denver | CO | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-01 |
Reach out to this advisor