Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Flower Mound | TX | 05/2015 | 12/2021 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 03/2017 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Flower Mound | TX | 10/2018 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Coppell | TX | 12/2021 | Present |
| J.P. Morgan Securities Llc | Coppell | TX | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-17 |
Reach out to this advisor