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 | 2025-10-14 |
| TX | RA | APPROVED_RES | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Orlando | FL | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 10/2025 | Present |
| Unemployed | Orlando | FL | 09/2025 | 09/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Orlando | FL | 05/2023 | 08/2025 |
| Tiaa | Orlando | FL | 05/2023 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2018 | 04/2023 |
| J.P. Morgan Securities Llc | New York | NY | 05/2018 | 04/2023 |
| Bank Of America | New York | NY | 06/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-02 |
Reach out to this advisor