Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 06/2021 | 03/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 06/2021 | 03/2022 |
| Bank Of America | San Antonio | TX | 07/2016 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 03/2022 | Present |
| Bank Of America N.A. | San Antonio | TX | 10/2022 | Present |
I*2211264, Entity Type: , Name of OBA: B and D S Estate, Address: San Antonio, Texas, 78211, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 24-Feb-2025, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-30 |
Reach out to this advisor