Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| FL | RA | APPROVED | 2021-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Tampa | FL | 03/2021 | Present |
| J.P. Morgan Securities Llc | Tampa | FL | 03/2021 | Present |
| The Northern Trust Company | Tampa | FL | 08/2002 | 03/2021 |
Entity Name: Children's Home Foundation Inc. Investment related: No "Address: 10909 Memorial Highway, Tampa, FL https://www.childrenshomenetwork.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Not similar to JPMC role. Foundation board member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-22 |
Reach out to this advisor