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 | 2025-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 06/2021 | 02/2025 |
| Bates College | Lewiston | ME | 09/2017 | 05/2021 |
| Senne Residential Llc | Cambridge | MA | 06/2020 | 09/2020 |
| Okapi Partners Llc | New York | NY | 06/2019 | 09/2019 |
| Senne Residential Llc | Cambridge | MA | 06/2018 | 09/2018 |
| Senne Residential Llc | Cambridge | MA | 06/2017 | 09/2017 |
| Concord Academy | Concord | MA | 09/2014 | 06/2017 |
| J.P. Morgan Securities Llc | Boston | MA | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 03/2025 | Present |
Effective 3/3/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
Reach out to this advisor