Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 12/2019 | 03/2021 |
| J.P. Morgan Securities Llc | Houston | TX | 12/2019 | 03/2021 |
| Bank Of America | Houston | TX | 04/2018 | 12/2019 |
| Otg | Houston | TX | 01/2018 | 04/2018 |
| Euro Collision | Chicago | IL | 05/2016 | 12/2017 |
| Fidelity Investments | Houston | TX | 03/2021 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smithincorporated | Saint Petersburg | FL | 09/2021 | 05/2022 |
| Bank Of America, N.A. | Saint Petersburg | FL | 01/2022 | 05/2022 |
| Morgan Stanley | Temple Terrace | FL | 06/2022 | 12/2022 |
| Ubs Financial Services Inc. | Chicago | IL | 12/2022 | 03/2024 |
| Hsbc Bank Usa National Association | New York | NY | 03/2024 | 11/2024 |
| Hsbc Securities (Usa) Inc. | New York | NY | 03/2024 | 11/2024 |
| Morgan Stanley | Tempe | AZ | 08/2025 | Present |
| Bank Of America, N.A. | Chicago | IL | 10/2024 | 11/2024 |
| Unemployed | Chicago | IL | 12/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-04 |
Reach out to this advisor