Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-04 |
| AZ | RA | APPROVED | 2022-10-03 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
7175 North Pima Canyon Drive, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Tucson | AZ | 07/2019 | 07/2021 |
| J.P. Morgan Securities, Llc | Tucson | AZ | 07/2019 | 07/2021 |
| Wells Fargo Bank | Tucson | AZ | 01/2016 | 11/2018 |
| Unemployed | Tucson | AZ | 12/2018 | 06/2019 |
| Morgan Stanley Smith Barney Llc | Tucson | AZ | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-10 |
Reach out to this advisor