Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
222 Pacific Coast Hwy Suite 11W151, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | El Segundo | CA | 07/2026 | Present |
| J.P. Morgan Securities Llc | El Segundo | CA | 07/2026 | Present |
| Morgan Stanley | Laguna Niguel | CA | 05/2010 | 06/2026 |
NAME OF OTHER BUSINESS:Travel XO IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Rancho Palos Verdes,CA,90275,USA NATURE OF OTHER BUSINESS:Travel Agent YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2026-04-09 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:3 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:This is a DBA sole proprietor business name. IS THIS A RESIDENTIAL ADDRESS?:Yes NAME OF OTHER BUSINESS:Fora Travel, Inc IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:228 Park Ave South #53272,New York,NY,10003,USA NATURE OF OTHER BUSINESS:Travel Agency YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2026-03-24 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:2 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Independent Contractor IS THIS A RESIDENTIAL ADDRESS?:No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-04 |
Reach out to this advisor