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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-15 |
| TX | RA | APPROVED | 2022-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank Na | Tampa | FL | 07/2016 | 03/2019 |
| J.P. Morgan Securities Llc | Tampa | FL | 07/2016 | 03/2019 |
| Clifton Larson Allen | Tampa | FL | 03/2019 | 09/2019 |
| Agw Capital Advisors | Tampa | FL | 09/2019 | 10/2022 |
| Agw Capital Advisors | Tampa | FL | 09/2019 | 10/2022 |
| Jpmorgan Chase Bank, Na | Tampa | FL | 10/2022 | Present |
| Jpmorgan Securities Llc | Tampa | FL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-12 |
Reach out to this advisor