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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2023-05-08 |
| WI | RA | APPROVED | 2023-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Winnetka | IL | 06/2018 | Present |
| J.P. Morgan Securities Llc | Winnetka | IL | 01/2021 | Present |
| Unemployed | Orlando | FL | 04/2016 | 05/2018 |
| Ups Store | Greenfield | WI | 03/2023 | Present |
Entity Name: UPS Store Investment related: No Address: Greenfield, Wisconsin, 53228 There is not a store address yet. I will need to go through a process to get qualified and find a store. Nature of the other business: Delivery Services Position/Title/Relationship: Owner/Partner Start Date: 03/20/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is a UPS store franchise, a local business serving customers. It is set up a in a way that I will not need to be involved in the day-to-day managing. The store has its own manager and employee. I will only be the owner. There is not a set date yet, because I need to go through a process.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-19 |
Reach out to this advisor