Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Purchase | NY | 08/2021 | 09/2022 |
| Ubs Financial Services Inc. | Boston | MA | 09/2020 | 06/2021 |
| Paragon Boardwalk | Hull | MA | 07/2019 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 09/2022 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 09/2022 | Present |
| Unemployed | Hingham | MA | 07/2021 | 07/2021 |
| Fairfield University | Fairfield | CT | 08/2017 | 05/2021 |
| 3South Ventures Llc | Quincy | MA | 06/2020 | 08/2020 |
| Ubs Financial Services Inc | Boston | MA | 12/2019 | 02/2020 |
| Instinctive Ventures Llc | Hingham | MA | 07/2019 | 09/2019 |
| Unemployed | Hingham | CT | 09/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-07 |
Reach out to this advisor