Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-30 |
| TX | RA | APPROVED | 2024-01-30 |
Branch Locations
4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018-2719 • United States
2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 08/2016 | Present |
| Jpmorgan Securities Llc | Scottsdale | AZ | 08/2016 | Present |
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 06/1987 | Present |
| Sol Invictus Sedona Llc | Paradise Valley | AZ | 05/2024 | Present |
Entity Name: Arizona Community Foundation Investment related: Yes Address: 2201 E. Camelback Road, Suite 405B Phoenix, AZ 85016 azfoundation.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Arizona Community Foundation is a bridge between donors and the nonprofit organizations in Arizona community. ACF supports local non-profits by connecting philanthropic donors with AZ organizations for purpose and need. My responsibilities include Vice Chair, Member of Audit Committee and Community Impact Committee. The role is not similar to my role as Market Manager. I provide general financial expertise on planning, lending banking. Entity Name: Sol Invictus Sedona LLC Investment related: No Address: Paradise Valley AZ 85253 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/09/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Personal Investment real estate - single family home Entity Name: Jobs for Arizona's Graduates (JAG) Investment related: Yes Address: 2501 W. Dunlap Ave, Phoenix, Arizona 85021 Nature of the other business: JAG's mission is to help young people stay in school and to acquire academic, personal, leaderhsip and vocational skills they need to be successful upon graudation. Position/Title/Relationship: Officer Start Date: 02-Jan-2014 Approximate # of hours a month: Two year commitment Approximate # of hours during securities trading hours: 15 hours annually Briefly describe your duties: Board member and Finance committee chair. Entity Name: Arizona Community Foundation Investment related: No Address: 2201 Phoenix, AZ Nature of the other business: The Arizona Community Foundation is a statewide philanthropic leader Position/Title/Relationship: Director Start Date: 03 Apr 2018 Approximate # of hours a month: 4 Approximate # of hours during securities hours: 14 annually Briefly describe your duties: Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-09 |
Reach out to this advisor