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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-20 |
| TX | RA | APPROVED | 2023-12-20 |
Branch Locations
1 S Clinton Ave Floor 05, Rochester, NY 14604 • United States
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Rochester | NY | 01/2014 | 02/2019 |
| Jpmorgan Chase Bank Na | Rochester | NY | 02/2019 | Present |
| Jpmorgan Securities Llc | Rochester | NY | 02/2019 | Present |
| Al Sigl Foundation | Rochester | NY | 07/2022 | Present |
Entity Name: Al Sigl Foundation Investment related: No "Address: https://www.alsigl.org/ 1000 Elmwood Avenue, Suite 300 Rochester, NY 14620-3098 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/08/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Al Sigl is a network providing high-quality, cost-effective real estate & services, fostering community awareness & philanthropic support to nonprofits that serve children and adults with disabilities & special needs. Board Members may have JPMC connections. My role is to be a strategic advisor, but not provide any specific investment advice. I was nominated and approved on August 8th to join the board. "This organization owns real estate rents it below market using Charitable funds to member non-profits aligned with its overall mission of concentrating (NFP Agencies for the benefit of people with various disabilities, special needs, and medical requirements. They own a number of campuses / locations and the NFPs rent within those campuses. " Entity Name: Al Sigl Foundation Investment related: No "Address: 1000 Elmwood Avenue, Suite 300 Rochester, NY 14620-3098 https://www.alsigl.org/" Nature of the other business: Foundation Position/Title/Relationship: Employee/Contractor Start Date: 07/28/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Al Sigl is a network providing high-quality, cost-effective real estate & services, fostering community awareness & philanthropic support to nonprofits that serve children and adults with disabilities & special needs. Investment Committee (not Board). Board Members may have JPMC connections.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-12 |
Reach out to this advisor