Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2021 | 08/2023 |
| Wells Fargo Bank, Na | Raleigh | NC | 06/2015 | 08/2023 |
| Apple Retail | Raleigh | NC | 11/2016 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chapel Hill | NC | 08/2023 | 03/2025 |
| Bank Of America N.A. | Chapel Hill | NC | 08/2023 | 03/2025 |
| Belk, Inc. | Charlotte | NC | 11/2015 | 11/2016 |
| Jpmorgan Chase Bank, N.A. | Cary | NC | 04/2025 | Present |
| J.P. Morgan Securities Llc | Cary | NC | 04/2025 | Present |
| Olive Garden | Raleigh | NC | 04/2025 | Present |
| Crab Du Jour | Raleigh | NC | 03/2025 | Present |
Entity Name: Olive Garden Investment related: No Address: 8115 Brier Creek Pkwy, Raleigh, NC 27617 Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 04/07/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a server at this location and there are no similarities between the two roles with no connection to JPMorganChase. Entity Name: Crab Du Jour Investment related: No Address: 6320 Plantation Center Drive, Raleigh, NC 27616 Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 03/10/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a server at this restaurant and there are no similarities to my role here at the firm with no connect connection to JPMorgan Chase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
Reach out to this advisor