Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Greenvale | NY | 07/2025 | Present |
| J.P. Morgan Securities Llc | Greenvale | NY | 07/2025 | Present |
| Unemployed | New Canaan | CT | 08/2024 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Greenvale | NY | 06/2024 | 08/2024 |
| J.P. Morgan Securities Llc | Greenvale | NY | 06/2024 | 08/2024 |
| Unemployed | Lewisburg | PA | 12/2023 | 06/2024 |
| Loren Gustafson | Lewisburg | PA | 08/2023 | 12/2023 |
| Tyler Drexler | New York | NY | 06/2023 | 08/2023 |
| Mark Toglia | Norwalk | CT | 06/2022 | 08/2022 |
| Mark Toglia | Norwalk | CT | 05/2020 | 08/2021 |
| Unemployed | New Canaan | CT | 09/2019 | 04/2020 |
| New Canaan Field Club Inc | New Canaan | CT | 05/2019 | 08/2019 |
| Unemployed | New Canaan | CT | 07/2015 | 05/2019 |
| Unemployed | New Canaan | CT | 09/2021 | 05/2022 |
| Unemployed | New Canaan | CT | 09/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-06 |
Reach out to this advisor