Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| OH | RA | APPROVED | 2022-04-19 |
Branch Locations
8044 Montgomery Rd Floor 02, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Cincinnati | OH | 02/2022 | Present |
| Jpmorgan Securities Llc | Cincinnati | OH | 02/2022 | Present |
| Fidelity Investments | Covington | KY | 06/2020 | 07/2020 |
| Jpmorgan Chase Bank Na | Cincinnati | OH | 06/2021 | 08/2021 |
| The Motz Group | Cincinnati | OH | 09/2019 | 04/2020 |
| Great American Insurance Group | Cincinnati | OH | 05/2019 | 08/2019 |
| Xavier University | Cincinnati | OH | 08/2018 | 12/2021 |
| Unemployed | Cincinnati | OH | 02/2012 | 07/2018 |
| Unemployed | Cincinnati | OH | 01/2022 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-18 |
Reach out to this advisor