Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 06/2024 | 10/2024 |
| Chi Saint Joseph Health | Lexington | KY | 07/2022 | 05/2024 |
| Kroger | Lexington | KY | 02/2022 | 07/2022 |
| Beach Chairs 4U | Seagrove | FL | 05/2018 | 05/2021 |
| University Of Kentucky | Lexington | KY | 08/2020 | 12/2023 |
| Unemployed | Niceville | FL | 11/2014 | 04/2018 |
| Doordash | Philadelphia | PA | 09/2024 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 11/2024 | Present |
| J.P. Morgan Securities Llc | Newark | DE | 11/2024 | Present |
| Ethos Consulting Group Inc | Philadelphia | PA | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-14 |
Reach out to this advisor