Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-30 |
| FL | RA | APPROVED | 2022-05-31 |
Branch Locations
1520 W Granada Blvd, Ormond Beach, FL 32174 • United States
1808 W Intl Speedway Blvd, Ste901, Daytona Beach, FL 32114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc | Portland | OR | 05/2018 | 05/2020 |
| Executive Compensation Group | Daytona Beach | FL | 05/2018 | 05/2020 |
| Oceanside Country Club | Ormond Beach | FL | 07/2004 | 05/2018 |
| Lpl Financial Llc | Palatka | FL | 05/2020 | 05/2022 |
| Capital City Bank | Palatka | FL | 05/2020 | 05/2022 |
| J.P. Morgan Securities Llc | Ormond Beach | FL | 05/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Ormond Beach | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-09 |
Reach out to this advisor