Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-24 |
| NY | RA | APPROVED | 2021-07-23 |
| NJ | RA | APPROVED | 2020-07-06 |
Branch Locations
525 Okeechobee Blvd Suite 705, West Palm Beach, FL 33401 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
500 W 33Rd St, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 06/2019 |
| Wells Fargo Clearing Services | New York City | NY | 06/2020 | Present |
| Unemployed | New York City | NY | 06/2019 | 06/2020 |
CO-TRUSTEE FOR BROTHER'S TRUST; INV. RELATED; CHAPPAQUA, NY; START DATE 12/2020; 0 HRS PER MONTH; 0 HRS DURING TRADING. CO-TRUSTEE OF FAMILY TRUST; INV. RELATED; CHAPPAQUA, NY; START DATE 9/1/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING. SOMMERS FAMILY LLC; INV. RELATED; CHAPPAQUA, NY; 100% OWNERSHIP; START DATE 9/1/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-17 |
Reach out to this advisor