Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-11-09 |
| TX | RA | APPROVED | 2022-11-09 |
Branch Locations
301 Grant Street Floor 10, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc | Pittsburgh | PA | 03/2018 | 03/2019 |
| Pnc | Baltimore | MD | 03/2019 | 12/2021 |
| Citi | Washington | DC | 12/2021 | 09/2022 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2015 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 10/2022 | Present |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 10/2022 | Present |
| Pnc | Pittsburgh | PA | 05/2017 | 08/2017 |
| University Of Pittsburgh | Pittsburgh | PA | 10/2016 | 06/2018 |
| Carnegie Foundry | Pittsburgh | PA | 06/2024 | Present |
Entity Name: Greater Pittsburgh Arts Council Investment related: Yes "Address: 3706 Butler St. Pittsburgh PA 15201 https://www.pittsburghartscouncil.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/24/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Nature of the organization: a non-profit arts advocacy group My responsibilities: I am a member of the board of directors and actively serve as a member of the finance committee. " Entity Name: Carnegie Foundry Investment related: No "Address: Pittsburgh, Pennsylvania, 15201, United States https://www.carnegiefoundry.com/ Pittsburgh HQ - no physical location" Nature of the other business: Technology Position/Title/Relationship: Advisor/Officer Start Date: 06/10/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board of Advisors - no specific committee, though I would be expected to offer advice regarding strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-07 |
Reach out to this advisor