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 | 2025-07-08 |
| NY | RA | APPROVED | 2022-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A | New York | NY | 11/2008 | 11/2016 |
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 11/2016 |
| Citigroup | Elmhurst | NY | 11/2016 | 07/2022 |
| J.P. Morgan Securities Llc | New York | NY | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-24 |
Reach out to this advisor