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 | 2024-11-25 |
Branch Locations
10 S Dearborn St, Floor 11, Chicago, IL 60603 • United States
8181 Communications Pkwy, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 06/2022 | 08/2024 |
| Intelichek / Blitzify | Chandler | AZ | 09/2021 | 03/2022 |
| Larry H Miller Liberty Toyota | Colorado Springs | CO | 04/2021 | 09/2021 |
| Toy Doctor, Inc | Littleton | CO | 09/2020 | 03/2021 |
| Larry H Miller Liberty Toyota | Colorado Springs | CO | 07/2020 | 09/2020 |
| Larry H Miller Toyota Of Colorado Springs | Colorado Springs | CO | 11/2019 | 03/2020 |
| Freedom Honda | Colorado Springs | CO | 05/2019 | 12/2019 |
| Clay Cooley Nissan | Dallas | TX | 02/2019 | 04/2019 |
| Goodson Acura | Dallas | TX | 11/2018 | 01/2019 |
| Honda Cars Of Rockwall | Rockwall | TX | 11/2017 | 08/2018 |
| Redcar Restorations | Rockwall | TX | 11/2016 | 11/2017 |
| Unemployed | Colorado Springs | CO | 05/2022 | 05/2022 |
| Unemployed | Rockwall | TX | 09/2018 | 10/2018 |
| Instacart | Colorado Springs | CO | 12/2020 | 04/2022 |
| Uber Eats | Colorado Springs | CO | 12/2019 | 04/2022 |
| Doordash | Colorado Springs | CO | 12/2019 | 04/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 10/2024 | Present |
| Unemployed | Roanoke | TX | 09/2024 | 09/2024 |
| Unemployed | Rockwall | TX | 10/2014 | 10/2016 |
Entity Name: VeloCoach Investment related: No Address: Private Residence Nature of the other business: Videogames Position/Title/Relationship: Owner/Partner Start Date: 07/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Web service that connects video game coaches to players who want to improve. My responsibility is creating and managing the platform. It isn't similar to my role and has no connection with JPMC. Entity Name: Uber Technologies Inc Investment related: No "Address: Uber Technologies, 175 Greenwich St, New York, NY 10006 https://www.uber.com/us/en/about/" Nature of the other business: Rideshare Position/Title/Relationship: Employee/Contractor Start Date: 06/08/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: - Contracted delivery driver Not similar to firm role No connection to JPMorganChase "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-02 |
Reach out to this advisor