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 | 2024-01-22 |
| GA | RA | APPROVED | 2022-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 04/2019 | 08/2021 |
| Ruthman And Rudio Wealth Management | Atlanta | GA | 05/2019 | 08/2021 |
| University Of North Georgia | Dahlonega | GA | 01/2017 | 05/2019 |
| Middle Georgia State University | Dublin | GA | 08/2012 | 12/2016 |
| Phase Line Capital, Llc | Atlanta | GA | 05/2019 | 05/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Roswell | GA | 05/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Roswell | GA | 05/2022 | Present |
| Phase Line Capital | Atlanta | GA | 07/2021 | 05/2022 |
| Purshe Kaplan Sterline Investments Inc | Atlanta | GA | 11/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-14 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-28 |
Reach out to this advisor