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 | 2025-07-30 |
Branch Locations
5501 Connecticut Ave Nw, Washington, DC 20015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Takoma Park | PA | 10/2010 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Takoma Park | MD | 01/2014 | 11/2023 |
| Truist Investment Services, Inc. | Silver Spring | MD | 04/2024 | 05/2025 |
| Truist Advisory Services, Inc. | Silver Spring | MD | 04/2024 | 05/2025 |
| Truist Bank | Silver Spring | MD | 04/2024 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 06/2025 | Present |
| J.P. Morgan Securities Llc | Washington | DC | 06/2025 | Present |
| Unemployed | Silver Spring | MD | 12/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-21 |
Reach out to this advisor