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 |
|---|---|---|---|
| KS | RA | APPROVED | 2023-03-10 |
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 |
|---|---|---|---|---|
| Wells Fargo Na | Shawnee | KS | 05/2016 | 07/2021 |
| Seasons 52 | Kansas City | MO | 02/2012 | 09/2016 |
| Jp Morgan Chase Bank, N.A. | Leawood | KS | 07/2021 | Present |
| Jp Morgan Securities, Llc | Kansas City | MO | 03/2022 | 10/2022 |
| Us Bank | Robbinsdale | MN | 02/2021 | 02/2021 |
| Jp Morgan Securities, Llc | Leawood | KS | 02/2023 | Present |
| Wells Fargo Clearing Services, Llc | Shawnee | KS | 12/2018 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-19 |
Reach out to this advisor