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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-21 |
| PA | RA | APPROVED | 2025-11-10 |
| FL | RA | APPROVED | 2025-11-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Vero Beach | FL | 10/2025 | Present |
| J.P. Morgan Securities Llc | Vero Beach | FL | 10/2025 | Present |
| Unemployed | Patillas | PR | 07/2024 | 09/2025 |
| Aspire Wealth Group | Nazareth | PA | 01/2024 | 06/2024 |
| 95 Up Staffing | Nazareth | PA | 08/2020 | 12/2023 |
| Raymond James Financial | Nazareth | PA | 06/2008 | 12/2023 |
| Nazareth Investment Services | Nazareth | PA | 08/2005 | 07/2020 |
| Koda Boom Boom Llc Dba La Curvita Del Bajo | Patillas | PR | 07/2023 | Present |
Entity Name: Koda Boom Boom LLC DBA La Curvita Del Bajo Investment related: No Address: KM120.7 Patillas, PR 32966 Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 07/17/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife owns a restaurant. I am on the bank account as a cosigner. She runs the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-01 |
Reach out to this advisor