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_RES | 2024-12-20 |
| IA | RA | APPROVED | 2023-12-08 |
| KS | RA | APPROVED | 2023-12-08 |
| NE | RA | APPROVED | 2023-12-04 |
Branch Locations
7806 Dodge St, Omaha, NE 68114 • United States
6700 Mercy Rd St 106-108, Omaha, NE 68106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Omaha | NE | 03/2016 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 10/2018 | 09/2021 |
| Jpmorgan Chase Bank, N.A. | Omaha | NE | 10/2021 | Present |
| J.P. Morgan Securities Llc | Omaha | NE | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
Reach out to this advisor