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 | 2024-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Richmond | TX | 04/2017 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Richmond | TX | 04/2019 | 05/2024 |
| Uber Technologies Inc. | Houston | TX | 10/2018 | 03/2019 |
| Lyft Inc. | Houston | TX | 07/2017 | 02/2019 |
| Don Mcgill Toyota | Houston | TX | 02/2017 | 02/2017 |
| Unemployed | Houston | TX | 04/2016 | 01/2017 |
| Intrepidus Llc | Richmond | TX | 12/2018 | 12/2021 |
| Unemployed | Houston | TX | 03/2017 | 03/2017 |
| Abc Legal | Houston | TX | 01/2020 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | Richmond | TX | 05/2024 | Present |
| J.P. Morgan Securities Llc | Richmond | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-12 |
Reach out to this advisor