Best Investors
Account
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Best Investors
Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-10 |
| IL | RA | APPROVED | 2024-10-09 |
Branch Locations
10 S Dearborn St Floor 09, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgina Asset Management Llc | Santa Monica | CA | 04/2013 | 09/2016 |
| Whittier Trust Company | Newport Beach | CA | 10/2016 | 03/2020 |
| Jag Capital Management Llc | Chicago | IL | 10/2020 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 09/2024 | Present |
| J.P. Morgan Securities Llc | Chicago | IL | 09/2024 | Present |
| Cody Sales Inc | Riverside | CA | 01/2020 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-17 |
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