Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2025 | Present |
| Unemployed | Winston Salem | NC | 06/2025 | 06/2025 |
| Wake Forest University | Winston Salem | NC | 09/2024 | 05/2025 |
| Abbvie | North Chicago | IL | 05/2024 | 08/2024 |
| Verger Capital Management | Winston Salem | NC | 01/2024 | 04/2024 |
| Unemployed | Winston Salem | NC | 09/2023 | 12/2023 |
| Parexel International | Winston Salem | NC | 05/2023 | 08/2023 |
| Unemployed | Winston Salem | NC | 09/2022 | 04/2023 |
| Swim Club Management Group | Fredericksburg | VA | 05/2022 | 08/2022 |
| Unemployed | Fredericksburg | VA | 10/2021 | 04/2022 |
| Douglas Aquatics | Fredericksburg | VA | 05/2021 | 09/2021 |
| Foode & Mercantile | Fredericksburg | VA | 01/2020 | 04/2021 |
| Unemployed | Fredericksburg | VA | 06/2015 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
Reach out to this advisor