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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Des Peres | MO | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Des Peres | MO | 08/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 09/2019 | 04/2021 |
| Northwestern Mutual | Saint Louis | MO | 03/2017 | 09/2019 |
| Viva Brasil Association | Saint Louis | MO | 03/2017 | 08/2019 |
| I1 Fornaio D'iTalia | Sao Paulo | 01/2006 | 12/2016 | |
| Wheelhouse Advisory Group | Saint Louis | MO | 06/2024 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 06/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Saint Louis | MO | 03/2022 | 06/2023 |
| Citibank | O'FAllon | MO | 04/2021 | 03/2022 |
| Unemployed | Webster Groves | MO | 01/2017 | 02/2017 |
| J.P. Morgan Securities Llc | Saint Louis | MO | 03/2022 | 06/2023 |
| Citigroup Global Markets Inc. | O'FAllon | MO | 03/2021 | 03/2022 |
| Bank Of America | Clayton | MO | 09/2019 | 04/2021 |
| Bank Of America | Clayton | MO | 06/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
Reach out to this advisor