Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2024-01-10 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | New York | NY | 02/2010 | Present |
| Jpmorgan Chase Bank Na | New York | NY | 11/2016 | Present |
| 7600 S Phillips, Llc | Chicago | IL | 03/2018 | 09/2022 |
| William M. Payne Trust F/B/O Glenn L. Boisclair | Brooklyn | NY | 04/2023 | Present |
| Cognizer, Inc | Pleasanton | CA | 11/2024 | Present |
Entity Name: Cognizer, Inc Investment related: No "Address: 6200 Stoneridge Mall Road, Suite 300 Pleasanton, California 94588, US. https://cognizer.ai/" Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 11/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Cognizer Inc is a business SAAS company providing artificial intelligence contract management services. I would be a passive investor in senior unsecured convertible note. No active role in the organization" Entity Name: William M. Payne Trust f/b/o Glenn L. Boisclair Investment related: No Address: Brooklyn, New York, 11201 - this is a MA domiciled Trust Nature of the other business: Trust Position/Title/Relationship: Employee/Contractor Start Date: 04/07/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been appointed Trustee on a Trust for that was set-up by my uncle in his will f/b/o his life partner. The independent Trustees (not me) are managing the assets. I have no discretion over how they are managed. there is no connection to JPMC that I am aware of.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-12 |
Reach out to this advisor