Best Investors
Account
Sign in
New Albany, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
| NJ | RA | APPROVED | 2023-08-29 |
| CA | RA | APPROVED | 2022-07-15 |
| TX | RA | APPROVED_RES | 2022-02-28 |
| NY | RA | APPROVED | 2021-10-17 |
| OH | RA | APPROVED | 2021-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerstein Fisher | New York | NY | 05/2013 | 11/2016 |
| Gfa Securities Llc | New York | NY | 07/2016 | 11/2016 |
| People'S Securities, Inc. | New York | NY | 11/2016 | 03/2021 |
| People'S United Advisors, Inc. | New York | NY | 04/2018 | 03/2021 |
| First Manhattan Co. | New York | NY | 03/2021 | 07/2021 |
| Jmn Financial Dba Neu Wealth Group | Columbus | OH | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 2014-02-03 |
Reach out to this advisor