Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-06 |
Branch Locations
8400 Long Point Rd, Houston, TX 77055 • United States
3811 Washington Ave, Houston, TX 77007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Houston | TX | 01/2013 | 10/2018 |
| Jp Morgan Chase Bank | Houston | TX | 10/2012 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 01/2019 | Present |
| Bank Of America, N.A. | Houston | TX | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-04 |
Reach out to this advisor