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 | 2023-10-13 |
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
5100 Town Center Circle, Boca Raton, FL 33486 • United States
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | New York | NY | 05/2008 | 03/2021 |
| First Republic Securities Company, Llc | Boca Raton | FL | 03/2021 | 10/2023 |
| First Republic Investment Management, Inc. | Boca Raton | FL | 03/2021 | Present |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-05 |
Reach out to this advisor