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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
310 Park Ave, Scotch Plains, NJ 07076 • United States
10319 N Fwy, Houston, TX 77037 • United States
200 West Second Street Suite 101, Plainfield, NJ 07060 • United States
2163 Oak Tree Road, Edison, NJ 08820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2018 | 04/2019 |
| Sentry Investments | Montreal | 05/2016 | 10/2017 | |
| Unemployed | Montreal | 11/2017 | 01/2018 | |
| Evolve Etfs | Montreal | 02/2018 | 04/2018 | |
| Unemployed | Montreal | 05/2018 | 06/2018 | |
| Bank Of America, N.A. | New York | NY | 07/2018 | 04/2019 |
| Ia Financial Group | Montreal | 04/2019 | 09/2020 | |
| Citigroup/Citibank | New York | NY | 09/2020 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2022 | 08/2025 |
| Bank Of America, N.A. | New York | NY | 07/2022 | 08/2025 |
| Citi Private Advisory, Llc | New York | NY | 07/2022 | 07/2022 |
| Citigroup Global Markets Inc. | New York | NY | 09/2020 | 07/2022 |
| J.P. Morgan Securities Llc | Scotch Plains | NJ | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Scotch Plains | NJ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-01 |
Reach out to this advisor