Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2025-04-30 |
Branch Locations
767 5Th Ave 33Rd Fl [Y5-Rbo], New York, NY 10153 • United States
1755 Broadway Ave, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | New York | NY | 06/2016 | 05/2017 |
| Jpmorgan Chase Bank Na | New York | NY | 05/2017 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2023 | 04/2025 |
| Unemployed | New York | NY | 11/2022 | 05/2023 |
| Bank Of America N.A. | New York | NC | 06/2023 | 04/2025 |
| Wells Fargo Clearing Services, Llc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-15 |
Reach out to this advisor