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 | 2022-06-07 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Rochester | Rochester | NY | 08/2013 | 05/2017 |
| Unemployed | Plano | TX | 06/2017 | 04/2018 |
| Xchange Properties Team | Plano | TX | 05/2018 | 12/2018 |
| Unemployed | Plano | TX | 01/2019 | 05/2019 |
| Texas Credit Union | Garland | TX | 06/2019 | 08/2020 |
| Tkc Risk Advisors Llc | Dallas | TX | 07/2020 | 05/2022 |
| Tkc Wealth Management Llc | Dallas | TX | 08/2020 | 05/2022 |
| Tk Chen Financial Services Llc | Dallas | TX | 08/2020 | 05/2022 |
| Landolt Securities, Inc. | Antioch | IL | 08/2020 | 05/2022 |
| J. P. Morgan Securities Llc | Plano | TX | 05/2022 | Present |
| Jpmorgan Chase Bank N. A. | Plano | TX | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
Reach out to this advisor