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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED | 2023-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seniors Choice Home Care | Erie | PA | 05/2015 | 03/2019 |
| Axa Advisors | New York | NY | 07/2019 | 02/2020 |
| Us Tech Solutions, Inc. | Columbus | OH | 06/2020 | 07/2020 |
| J.P. Morgan Securities Llc | Columbus | OH | 04/2021 | 09/2021 |
| Unemployed | Columbus | OH | 08/2020 | 03/2021 |
| Unemployed | Erie | PA | 03/2020 | 05/2020 |
| Key Investment Services Llc | Brooklyn | OH | 03/2022 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 11/2022 | 10/2023 |
| Unemployed | Columbus | OH | 10/2021 | 12/2021 |
| Bank Of America, N.A. | Columbus | OH | 11/2022 | 10/2023 |
| J.P. Morgan Securities Llc | Upper Arlington | OH | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Upper Arlington | OH | 10/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 11/2022 | 01/2023 |
| Morgan Stanley & Co, Llc | Columbus | OH | 06/2020 | 07/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 02/2020 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 04/2021 | 09/2021 |
| Equitable Financial Life Ins Co | New York | NY | 07/2019 | 02/2020 |
| Key Corp And Its Affiliates | Westerville | OH | 01/2022 | 09/2022 |
| Unemployed | New York | NY | 04/2019 | 05/2019 |
| Unemployed | Columbus | OH | 10/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-26 |
Reach out to this advisor