Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-30 |
| CT | RA | APPROVED | 2026-04-29 |
| NY | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
390 Madison Ave Floor 11, New York, NY 10017 • United States
390 Madison Ave, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2026 | Present |
| J.P. Morgan Securities Llc | New York | NY | 04/2026 | Present |
| Ameriprise Financial | Charlotte | NC | 08/2024 | 03/2026 |
| Unemployed | Charlotte | NC | 04/2024 | 07/2024 |
| Total Quality Logistics | Charlotte | NC | 09/2023 | 03/2024 |
| Unemployed | Charlotte | NC | 02/2020 | 08/2023 |
| Firebirds Wood Fired Grill | Charlotte | NC | 05/2019 | 01/2020 |
| Unemployed | Charlotte | NC | 09/2018 | 04/2019 |
| Harris Teeter, Llc | Charlotte | NC | 06/2018 | 08/2018 |
| Unemployed | Charlotte | NC | 08/2017 | 05/2018 |
| Sandra And Leon Levine Jewish Community Center | Charlotte | NC | 05/2017 | 08/2017 |
| Unemployed | Charlotte | NC | 04/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-13 |
Reach out to this advisor