Best Investors
Account
Sign in
4850 Tamiami Trail N Suite 301, Naples, FL 34103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-20 |
| FL | RA | APPROVED | 2024-03-19 |
| CT | RA | APPROVED | 2024-01-08 |
| NH | RA | APPROVED | 2024-01-08 |
| NY | RA | APPROVED | 2024-01-08 |
| TX | RA | APPROVED | 2024-01-08 |
| WA | RA | APPROVED | 2024-01-08 |
Branch Locations
4850 Tamiami Trail N Suite 301, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Dallas | TX | 06/2016 | 06/2017 |
| J.P. Morgan Securities Llc | Dallas | TX | 06/2016 | 06/2017 |
| Jpmorgan Chase Bank Na | Naples | FL | 06/2017 | 01/2024 |
| J.P. Morgan Securities Llc | Naples | FL | 06/2017 | 01/2024 |
| Aurora Investment Managers, Llc. | Naples | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-11 |
Reach out to this advisor