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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
| FL | RA | APPROVED | 2024-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Naples | FL | 11/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 11/2018 | Present |
| Mannheim Llc | New York | NY | 08/2010 | 12/2016 |
| Unemployed | Bronxville | NY | 01/2017 | 05/2017 |
| Mbf Healthcare Partners | Coral Gables | FL | 06/2017 | 07/2018 |
| Unemployed | Coral Gables | FL | 08/2018 | 10/2018 |
Investors Associated LLP 810 Cardinal Ln., Ste 100 Hartland, WI 53029 Real Estate Investment Partnership Executive Committee Member 4 hours each month (meeting and pre-work) Monthly Committee meetings held at 6pm Oversight of the investment portfolio, input on decisions related to real estate investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-15 |
Reach out to this advisor