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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
401 Jacaranda Blvd, Venice, FL 34292 • United States
401 S Tamiami Trl, Venice, FL 34285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Venice | FL | 07/2010 | 07/2024 |
| Bank Of America, N.A | North Port | FL | 08/2024 | 07/2025 |
| J.P. Morgan Securities Llc | Venice | FL | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Venice | FL | 07/2025 | Present |
| Best Dads Corp | North Port | FL | 08/2016 | Present |
| Wells Fargo Clearing Services, Llc | Venice | FL | 01/2014 | 07/2024 |
Entity Name: Best Dads Corp Investment related: No Address: Private Residence Nature of the other business: Personal Services Position/Title/Relationship: Owner/Partner Start Date: 08/01/2016 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Non-profit organization website to help dads be better fathers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-11 |
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