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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-26 |
| TX | RA | APPROVED | 2025-03-25 |
Branch Locations
5100 Town Center Cir Floor 06, Boca Raton, FL 33486-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc | New York | NY | 04/2015 | 06/2017 |
| Citibank | New York | NY | 06/2017 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Canaan | CT | 06/2021 | 02/2024 |
| Bank Of America, N.A. | New Canaan | CT | 06/2021 | 02/2024 |
| Symmetry Wealth Advisory Group | White Plains | NY | 02/2024 | 03/2024 |
| Farther Finance Advisors/Wealthfactor | Boynton Beach | FL | 07/2024 | 12/2024 |
| Unemployed | Boynton Beach | FL | 04/2024 | 06/2024 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 02/2025 | Present |
| Ferris Lane Llc | Boynton Beach | FL | 11/2023 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-20 |
| S66 | Uniform Combined State Law Examination | 2009-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-14 |
Reach out to this advisor