Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Albany | NY | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Albany | NY | 07/2026 | Present |
| Unemployed | Voorheesville | NY | 04/2026 | 06/2026 |
| Lpl Enterprise | Voorheesville | NY | 09/2024 | 03/2026 |
| Lpl Enterprise | Voorheesville | NY | 09/2024 | 03/2026 |
| Prudential Financial/Pruco Securities | Voorheesville | NY | 08/2022 | 09/2024 |
| Infinex Financial Group | Guilderland | NY | 01/2021 | 07/2022 |
| Ballston Spa National Bank | Guilderland | NY | 09/2020 | 07/2022 |
| Bank Of America | Delmar | NY | 09/2019 | 09/2020 |
| Target Distribution | Amsterdam | NY | 06/2019 | 09/2019 |
| Greenheck Corp. | Shelby | NC | 06/2018 | 05/2019 |
| Ambassador Baptist College | Shelby | NC | 08/2012 | 05/2018 |
NAME OF OTHER BUSINESS:Credo Magazine IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Voorheesville,NY,12186,USA NATURE OF OTHER BUSINESS:Theological Publication YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2026-06-22 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:60 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I am the assistant to Dr. Matthew Barrett, the editor in chief at Credo magazine. I help schedule meetings, connect with contributors, design social media posts, plan outreach, write articles, research. Credo Mag does not offer financial or investment services. Website: https://credomag.com/ IS THIS A RESIDENTIAL ADDRESS?:Yes NAME OF OTHER BUSINESS:Rod Bros & Co. IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Voorheesville,NY,12186,USA NATURE OF OTHER BUSINESS:Website Design YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2026-05-29 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:5 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I started a business as a sidegig to build websites for businesses that need one. If I get 5 hours in a month, I'm lucky. It is an LLC and I am sole member. I sell, design, and do all admin duties myself. No financial or investment services. Website: https://rodbros.co/ IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
Reach out to this advisor