Best Investors
Account
Sign in
Best Investors
Account
Sign in
3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-03 |
Branch Locations
3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2008 | 05/2019 |
| J.P. Morgan Clearing Corp. | San Francisco | CA | 01/2011 | 05/2019 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 02/2017 | 05/2019 |
| Jpmorgan Securities Llc | Los Angeles | CA | 02/2017 | 05/2019 |
| Blue Investment Partners Llc | San Ramon | CA | 07/2019 | 07/2025 |
| True North Advisors, Llc | Dallas | TX | 06/2025 | Present |
ASG Behavioral Health Super Holdings LLC not investment-related 1333 N California Blvd, Suite 448, Walnut Creek, CA 94596 cloud-based behavioral health EHR Board Advisor 2/19/2021 0 hours per month 0 hours during trading Advise the company on strategic initiatives, provide input on R&D product features and new ideas for future enhancements, provide referrals and/or guidance for new hires in sales and business development, perform mutually agreed upon various consulting and advisory services from time to time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-12 |
Reach out to this advisor