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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-24 |
Branch Locations
200 E Basse Rd, San Antonio, TX 78209 • United States
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 09/2014 | 06/2023 |
| Bank Of America Na | San Antonio | TX | 10/2014 | 06/2023 |
| Jpmorgan Chase Bank Na | San Antonio | TX | 06/2023 | Present |
| Jpmorgan Securities Llc | San Antonio | TX | 07/2023 | Present |
| Bcbd Ranches, Llc | San Antonio | TX | 04/2023 | Present |
Entity Name: BCBD Ranches, LLC Investment related: Yes "Address: San Antonio, TX 78257" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Single-purpose entity established to buy recreational ranch property as an investment. My spouse and I jointly own 33% of the entity and I (individually) serve as Managing Member. There is no connection to JPMC nor are my responsibilities with the entity similar in any way to my role at JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-27 |
Reach out to this advisor