Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Scottsdale | AZ | 06/2020 | 12/2021 |
| Golden Corral | Austin | TX | 06/2016 | 12/2018 |
| N.J. Leven And Associates | Scottsdale | AZ | 01/2018 | 06/2020 |
| Arizona State University | Tempe | AZ | 08/2016 | 05/2020 |
| Vanguard Group | Scottsdale | AZ | 01/2022 | 06/2024 |
| Vanguard Marketing Group | Scottsdale | AZ | 01/2022 | 06/2024 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 03/2022 | 06/2024 |
| J.P. Morgan Securities Llc | Bee Cave | TX | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Bee Cave | TX | 07/2024 | Present |
| Northwestern Mutual | Scottsdale | AZ | 04/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
Reach out to this advisor