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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 02/2026 | Present |
| Bank Of America/Merrill Lynch | San Francisco | CA | 03/2025 | 01/2026 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2022 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 10/2022 | 03/2025 |
| Pnc Bank | The Woodlands | TX | 06/2021 | 09/2022 |
| Unemployed | Houston | TX | 11/2020 | 05/2021 |
| Wells Fargo Bank | Houston | TX | 06/2018 | 10/2020 |
| Bank Of America | Houston | TX | 12/2016 | 06/2018 |
| Wholefoods Market | Houston | TX | 08/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-26 |
Reach out to this advisor