Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-30 |
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 |
|---|---|---|---|---|
| Massmutual Financial Group | Austin | TX | 12/2015 | 10/2016 |
| Umow: On Demand Landscaping App | Austin | TX | 09/2016 | 11/2016 |
| J.P. Morgan Securities Llc | Austin | TX | 11/2016 | 08/2022 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 11/2016 | 08/2022 |
| Bank Of America N.A. | Pflugerville | TX | 08/2022 | 06/2025 |
| J.P. Morgan Securities Llc | Round Rock | TX | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Round Rock | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-06 |
Reach out to this advisor