Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-20 |
Branch Locations
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
1201 Demonbreun St Ste 1280, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milbank Llp | Hong Kong | 01/2018 | 01/2021 | |
| Steeplechase Advisors Llc | Minneapolis | MN | 01/2021 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 10/2021 | 10/2025 |
| Unemployed | Minnetonka | MN | 03/2016 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Nashville | TN | 10/2025 | Present |
| J.P. Morgan Securities Llc | Nashville | TN | 10/2025 | Present |
| Bank Of America Na | Minneapolis | MN | 10/2021 | 10/2025 |
| Breck School | Minneapolis | MN | 04/2021 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
Reach out to this advisor