Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-07 |
| TX | RA | APPROVED_RES | 2023-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Northbrook | IL | 07/2013 | 11/2016 |
| Jpmorgan Chase Bank, N.A. | Northbrook | IL | 06/2012 | 11/2016 |
| U.S. Bank, N.A. | Hinsdale | IL | 11/2016 | 12/2019 |
| U.S. Bancorp Investments, Inc. | Naperville | IL | 11/2016 | 08/2023 |
| J.P. Morgan Securities Llc | Downers Grove | IL | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Downers Grove | IL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-09 |
Reach out to this advisor