Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| UT | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ogden | UT | 02/2025 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Ogden | UT | 02/2025 | 07/2025 |
| Wells Fargo | Kaysville | UT | 10/2022 | 02/2025 |
| Teleperformance | Ogden | UT | 07/2021 | 10/2022 |
| Bed Bath & Beyond | Layton | UT | 08/2019 | 08/2020 |
| Unemployed | Layton | UT | 09/2020 | 06/2021 |
| Unemployed | Layton | UT | 02/2015 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Centerville | UT | 07/2025 | Present |
| Bank Of America, N.A | Centerville | UT | 10/2025 | Present |
Entity Name: DoorDash Investment related: No Address: San Francisco, CA Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 03/14/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: DoorDash is a technology company and app that connects consumers with local businesses, primarily restaurants, for on-demand food delivery and pickup, as well as grocery, convenience store, and other items. I will be involved in food delivery activities. Entity Name: Uber Investment related: No Address: San Francisco, CA Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 03/14/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Uber is a transportation company that allows users to request rides, order food, and book freight. I will be involved in food delivery activities. Entity Name: Spark Driver ( Owned by Walmart) Investment related: No Address: Hoboken, NJ Nature of the other business: Goods Delivery Position/Title/Relationship: Employee/Contractor Start Date: 03/14/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Walmart is an American multinational retail corporation that operates a chain of hypermarkets (also called supercenters), discount department stores, and grocery stores in the United States and 23 other countries. I will be involved in goods delivery.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-15 |
Reach out to this advisor