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_RES | 2025-03-17 |
| CA | RA | APPROVED | 2018-09-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Calabasas | CA | 07/2007 | Present |
| J.P. Morgan Securities Llc | Calabasas | CA | 10/2012 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/24/2015 ADDRESS: 2971 HENDERSON, NV. DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
Reach out to this advisor