Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-13 |
| NY | RA | APPROVED | 2022-09-17 |
| SC | RA | APPROVED | 2022-09-16 |
| SD | RA | APPROVED | 2021-10-19 |
| FL | RA | APPROVED | 2021-10-08 |
| MO | RA | APPROVED | 2021-10-07 |
| PA | RA | APPROVED | 2021-10-07 |
| TX | RA | APPROVED | 2021-10-07 |
| IN | RA | APPROVED | 2021-07-19 |
| KY | RA | APPROVED | 2021-07-19 |
| OH | RA | APPROVED | 2021-07-19 |
Branch Locations
8801 River Crossing Blvd Suite 400, Indianapolis, IN 46240-4609 • United States
Carmel, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Indianapolis | IN | 10/2009 | 07/2021 |
| Jp Morgan Chase Bank, Na | Indianapolis | IN | 08/2012 | 07/2021 |
| Ubs Financial Services | Indianapolis | IN | 07/2021 | Present |
Entity Name: Horizon House Investment related: Yes Address: 1033 Indianapolis, IN https://www.horizonhouse.cc/ Nature of the other business: Provides a safe place and basic services for our community's homeless, Position/Title/Relationship: Officer Start Date: 01-Jan-2017 Approximate # of hours a month: Monthly officer meetings, every other month board meetings, once a quarter committee meetings. Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Vice President and Investment Committee Chair
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-11 |
Reach out to this advisor