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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 09/1992 | 08/2017 |
| Bank Of America, N.A. | Coral Gables | FL | 04/2015 | 08/2017 |
| Jpmorgan Chase Bank Na | Tampa | FL | 09/2017 | Present |
| Jpmorgan Securities Llc | Tampa | FL | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-01 |
Reach out to this advisor