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 | 2023-09-20 |
| CA | RA | APPROVED | 2022-03-23 |
Branch Locations
3189 Danville Blvd, Ste 100, Alamo, CA 94507 • United States
1994 Tice Valley Blvd., Walnut Creek, CA 94595 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Walnut Creek | CA | 07/2018 | Present |
| Pnc Bank - The Pnc Financial Services Group Inc. | Carmel | IN | 05/2017 | 06/2018 |
| Regions Bank | Carmel | IN | 05/2015 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 07/2018 | Present |
Entity Name: Rental Properties Investment related: No Address: owning 3 rentals 2 in Concord CA and 1 in Livermore CA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/03/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is rental properties business, and I am the landlord for those rentals .pretty low maintenance, so dedicated close to zero hour per week actually . My role is not similar to my JPMC role at all, and there is not any connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-11 |
Reach out to this advisor