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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED | 2025-12-17 |
Branch Locations
270 Park Avenue, Floor 25 & 43, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | New York | NY | 08/2005 | Present |
| J.P. Morgan Securities Inc. | New York | NY | 11/2005 | Present |
Entity Name: MeetCaregivers Investment related: Y "Address: One Marina Park Drive, Suite 800bBoston, MA 02210 https://meetcaregivers.com/" Nature of the other business: Caregivers Position/Title/Relationship: Owner/ Partner Start Date: 07/16/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: investor to the company Entity Name: ADAVIV INC Investment related: N "Address: Address: 444 Somerville Avenue, Somerville, MA 02143 Email address: www.adaviv.com" Nature of the other business: Agricultural Analytics Position/Title/Relationship: Investor Start Date: 05/19/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Passive investor no similarities to any of my role a JP Morgan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-26 |
Reach out to this advisor