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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED_RES | 2025-05-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 06/2018 | 11/2018 |
| Marist College | Poughkeepsie | NY | 09/2014 | 01/2019 |
| Elrac, Llc | Kingston | NY | 05/2017 | 08/2017 |
| Elrac, Llc | Poughkeepsie | NY | 09/2017 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 11/2018 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 11/2019 | 09/2021 |
| Campus Deli | Poughkeepsie | NY | 09/2017 | 05/2018 |
| Goldman Sachs | Atlanta | GA | 09/2021 | 09/2023 |
| Morgan Stanley | Lake Oswego | OR | 10/2023 | 05/2025 |
| J.P. Morgan Securities Llc | Riverside | CT | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Riverside | CT | 05/2025 | Present |
Effective 5/19/2025 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-15 |
Reach out to this advisor