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 | 2022-08-04 |
Branch Locations
20855 Stone Oak Pkwy, Floor 2, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Traverse City | MI | 02/2014 | 05/2021 |
| Michigan National Guard | Lansing | MI | 08/2014 | 12/2020 |
| Us Army Reserve | Fort Buchanan | PR | 12/2020 | 09/2024 |
| Facet Wealth, Inc. | San Antonio | TX | 05/2021 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 07/2022 | Present |
| J.P. Morgan Securities Llc | San Antonio | TX | 07/2022 | Present |
| Us Army Reserve | North Chesterfield, | VA | 09/2024 | Present |
| Thrivent Financial | Traverse City | MI | 06/2014 | 04/2021 |
Entity Name: US Army Reserve Investment related: No Address: North Chesterfield, VA Nature of the other business: US Military Position/Title/ Relationship: Employee/Contractor Start Date: 09/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Army Reserve Duty, Human Resources Officer (Colonel), unrelated to JPMC duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-19 |
Reach out to this advisor