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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-10 |
Branch Locations
222 Pacific Coast Hwy Suite 11W151, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | El Segundo | CA | 07/2013 | Present |
| Jpmorgan Chase Bank, N.A. | El Segundo | CA | 07/2013 | Present |
Entity Name: Neptunian Woman's Club Investment related: Yes "Address: https://neptunians.org/ 920 Highland Avenue Manhattan Beach, CA 90266" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Neptunian Woman's Club is dedicated to volunteerism & fundraising in support of charitable, educational, cultural & civic services. I have been asked to serve as Treasurer, responsibilities include, financial record keeping, and timely tracking of all Club financial matters, maintaining Club financial records ( general ledger, bank accounts, tax records) and responsible for all financial disbursements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
Reach out to this advisor