Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Greenwich | CT | 03/2009 | Present |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 11/2016 | Present |
Entity Name: Fairfield County Community Foundation Investment related: Yes "Address: 40 Richards Ave, Norwalk, CT 06854 https://fccfoundation.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Fairfield County's Community Foundation works closely with local organizations, nonprofits, businesses, government, and philanthropists to address challenges and identify opportunities to create a stronger, more vibrant region. I would likely join the investment committee. On the investment committee, I would evaluate portfolios, similar to my current role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-26 |
Reach out to this advisor