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 |
|---|---|---|---|
| DC | RA | APPROVED | 2022-04-12 |
| TX | RA | APPROVED | 2022-04-04 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
875 15Th Street Nw 7Th Floor, Washington, DC 20005 • United States
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Bethesda | MD | 07/2015 | 03/2022 |
| Fidelity Personal And Workplace Advisors | Bethesda | MD | 07/2018 | 03/2022 |
| J.P. Morgan Securities Llc | Washington | DC | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 03/2022 | Present |
| Strategic Advisors Llc | Bethesda | MD | 05/2017 | 07/2018 |
Effective 3/23/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-04 |
Reach out to this advisor