Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-05-23 |
| TX | RA | APPROVED | 2023-05-23 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 07/2019 | Present |
| J.P. Morgan Securities Llc | Indianapolis | IN | 07/2019 | Present |
| Pepsico | Bridgeview | IL | 08/2016 | 06/2017 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2019 |
| Unemployed | Bloomington | IN | 05/2019 | 07/2019 |
| Jp Morgan Chase | Indianapolis | IN | 06/2018 | 08/2018 |
| Bennett Holdings, Llc | Fishers | IN | 04/2023 | Present |
Entity Name: Bennett Holdings, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/17/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: establish a family LLC to hold our current rental property, and any future rental property investments. Entity Name: HVAF of Indiana, Inc. Investment related: Yes Address: 964 N Pennsylvania St. Indianapolis, IN, 46204 https://www.hvafofindiana.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be the Investment Committee Chair. There is currently no connection to JPMC. As with the condition associated with my Board of Directors role, I will recuse myself from the decision making process if there is a perceived or actual conflict of interest. Entity Name: HVAF of Indiana, Inc. Investment related: Y Address: 964 N Pennsylvania St, Indianapolis, IN 46204 https://www.hvafofindiana.org/ Nature of the other business: Non-profit Position/Title/Relationship: Board Member Start Date: 12/10/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am on the board of directors and serve on the investment committee. In my role, I will only be providing high level, non-product related counsel. The organization has an external advisor that manages the portfolio. Entity Name: NA Investment related: Yes Address: 17561 Lockport, IL Nature of the other business: Rental property Position/Title/Relationship: Owner Start Date: 03-Jul-2017 Approximate # of hours a month: .5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Responding to tenant requests
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
Reach out to this advisor