Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-18 |
| GA | RA | APPROVED | 2020-12-22 |
Branch Locations
3560 Lenox Road Ne Suite 2800, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 03/2015 | 09/2020 |
| Jpmorgan Chase Bank, Na | Atlanta | GA | 03/2015 | 09/2020 |
| Ubs Financial Services Inc | Atlanta | GA | 12/2020 | Present |
1) Entity Name: R.S.P. Irrevocable Trust dtd. 5/24/95 , L.P.P. Irrevocalbe Trust dtd. 5/24/94, V.L.P. Irrevocable Trust dtd 5/24/94 / Investment related: No / Address: 12 Bethlehem, PA / Nature of the other business: These are trusts / Position/Title/Relationship: Other / Start Date: 04-Jan-2000 / Approximate # of hours a month: 10 / Approximate # of hours during securities trading hours: 1 / Briefly describe your duties: Co- Trustee with family member and corp co trustee /// 2) Christmas Creek Partners, LLC/ Investment related?:yes3115 Foxhall Overlook,Roswell,Georgia 30075/LLC/Investing/Sole owner/Manage my capital/start date:11/5/2020/Time reqd. during working hours ?: no /// 3) J. Gordon, LLC / Other / LLC / Investing / Other / Sole owner / Manage my capital /// START DATE-11/5/2020 4) Bootstraps, LLC / Other / LLC / Investing / Other / Sole owner / Manage my capital ///START DATE-11/5/2020 5) Vision Partners 2021, LLC / Other / LLC / Investing in real estate / Other / Partner / Monitor, start date-10/27/2021 6) 3 Amigos Capital, LLC, This is a private investment entity for purposes of investing the personal capital of the partners, Partner, Say yes or no to private investments, START DATE-12/7/2020, Dunwoody Georgia United States-30338. 7) PDI- ApalachicolaInvesting in real estate, Partner, Monitor, start date-1/3/2022, DestinFlorida United States-32541 8) WAER, LLCInvesting in real estate, Partner, Passive investor, start date-6/13/2022, DestinFlorida United States-32541.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-28 |
Reach out to this advisor