Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-15 |
| TX | RA | APPROVED | 2022-03-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Granada Hills | CA | 10/2016 | 02/2022 |
| Aon Hewitt | Lincolnshire | IL | 06/2015 | 10/2016 |
| Exxon Mobil | Chicago | IL | 05/2014 | 09/2016 |
| Bank Of America, N.A. | Granada Hills | CA | 10/2016 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Mission Hills | CA | 03/2022 | Present |
| Triumvirate Properties Llc | Chicago | IL | 05/2019 | Present |
Entity Name: TRIUMVIRATE PROPERTIES LLC Investment related: No "Address: 4148 N SACRAMENTO AVE CHICAGO, IL 60618" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/01/2019 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Co-manager of LLC, purpose is to purchase and acquire future real estate. Currently there are none under the business name. Other co-Manager is business partner and joint holder to account with chase, ANTHONY REYNOZO. I do not contribute to his accounts. Entity Name: Mathew Garcia Investment related: No "Address: 4434 S RICHMOND ST CHICAGO, IL 60632" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/18/2019 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own an apartment building under my name in Chicago, IL. Purpose is to collect rental income from tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-22 |
Reach out to this advisor