Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-17 |
| TX | RA | APPROVED | 2023-07-07 |
Branch Locations
4740 N. Congress Ave, Boynton Beach, FL 33426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Saint Lucie | FL | 02/2020 | 06/2023 |
| Bank Of America, N.A. | Port Saint Lucie | FL | 02/2020 | 06/2023 |
| Midflorida Credit Union | Port St. Lucie | FL | 11/2014 | 01/2017 |
| Wells Fargo Bank | Vero Beach | FL | 01/2017 | 02/2020 |
| J.P. Morgan Securities Llc | Greenacres | FL | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Greenacres | FL | 07/2023 | Present |
| Point Of Growth, Llc | Port St Lucie | FL | 05/2022 | Present |
| Bar Buddy Llc | Port St Lucie | FL | 12/2018 | 09/2020 |
Entity Name: Point of Growth, LLC Investment related: No Address: Port St Lucie, FL 34983 Nature of the other business: E-commerce Position/Title/Relationship: Owner/Partner Start Date: 05/23/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Point of Growth is an amazon store currently selling household items. My responsibility is to purchase inventory constantly and increase profit margins. My responsibilities are not similar to my role, and there is no connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-20 |
Reach out to this advisor