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 |
|---|---|---|---|
| KY | RA | APPROVED | 2018-08-30 |
| TX | RA | APPROVED_RES | 2014-06-11 |
| OH | RA | APPROVED | 2012-10-01 |
Branch Locations
400 Richwood Rd, Walton, KY 41094 • United States
65 Towne Center Blvd, Mainville, OH 45039 • United States
8044 Montgomery Rd, Floor 02, Cincinnati, OH 45236 • United States
822 Delta Avenue, Cincinnati, OH 45226 • United States
2521 Cunningham Dr, Evendale, OH 45241 • United States
495 Vine Street, Cincinnati, OH 45202 • United States
219 Calhoun St, Cincinnati, OH 45219 • United States
1086 State Rt 28, Milford, OH 45150 • United States
7269 Kenwood Road, Cincinnati, OH 45236 • United States
601 West Plane Street, Bethel, OH 45106 • United States
8605 S Mason Montgomery Rd, Mason, OH 45040 • United States
1401 South Breiel Boulevard, Middletown, OH 45044 • United States
8632 Beechmont Avenue, Cincinnati, OH 45255 • United States
2 West Main, Amelia, OH 45102 • United States
735 Buttermilk Pike, Crescent Springs, KY 41017 • United States
8480 U.S. 42, Florence, KY 41042 • United States
4899 Houston Road, Florence, KY 41042 • United States
11 S. Grand Avenue, Ft. Thomas, KY 41075 • United States
5200 Pleasant Avenue, Fairfield, OH 45014 • United States
9019 Plainfield Rd, Blue Ash, OH 45236 • United States
4611 Eastgate Blvd, Cincinnati, OH 45245 • United States
8100 Market Pl Dr, West Chester, OH 45069 • United States
11745 Princeton Pike, Cincinnati, OH 45246 • United States
8201 Weller Road, Cincinnati, OH 45242 • United States
3965 Us Highway 22 And 3, Loveland, OH 45140 • United States
786 Loveland Miamiville Rd, Loveland, OH 45140 • United States
1535 1/2 West Galbraith Road, Cincinnati, OH 45231 • United States
One East Avenue, Monroe, OH 45050 • United States
7722 Cox Lane, West Chester, OH 45069 • United States
15 Springwood Drive, Springboro, OH 45066 • United States
3721 Montgomery Rd, Norwood, OH 45212 • United States
3800A Paxton Ave, Cincinnati, OH 45209 • United States
1046 Magnolia Ln, Cold Spring , KY 41076 • United States
5297 Delhi Pike, Cincinnati, OH 45238 • United States
7364 Wooster Pike, Cincinnati, OH 45227 • United States
12181 Lebanon Rd., Sharonville, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cincinnati | OH | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 07/2005 | Present |
Entity Name: LADD (Living Arrangements for the Developmentally Disabled Investment related: Yes "Address: 3603 Victory Pkwy Cincinnati OH 45229 (513) 487-3946 https://laddinc.org" Nature of the other business: Assistant Living Services Position/Title/Relationship: Board Member Start Date: 04/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LADD is focused on helping adults with Disabilities live and work independently. I have been ask to serve on the Finance Committee. This role is not similar to my JPMC role and there in no connection to JPMC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-01 |
Reach out to this advisor