Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-27 |
Branch Locations
100 N 18Th St 21St Fl [Vf-Rbo], Philadelphia, PA 19103 • United States
100 N 18Th St 22Nd Fl Two Logan Square, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Chicago | IL | 05/2014 | 10/2017 |
| Teachers Personal Investors Services, Inc. | Chicago | IL | 05/2014 | 10/2017 |
| Nuveen Securities, Llc | Chicago | IL | 01/2017 | 10/2017 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 10/2017 | 05/2023 |
| J.P. Morgan Securities Llc | Atlanta | GA | 05/2023 | 11/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 05/2023 | 11/2025 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-16 |
Reach out to this advisor