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 | 2024-03-06 |
Branch Locations
200 E Basse Rd, San Antonio, TX 78209 • United States
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | San Antonio | TX | 04/2017 | Present |
| Jpmorgan Securities Llc | San Antonio | TX | 04/2017 | Present |
| Guidestone Financial Resources | Dallas | TX | 08/2015 | 04/2017 |
| Dallas Baptist University | Dallas | TX | 08/2012 | 12/2017 |
Entity Name: The DoSeum Museum Investment related: No "Address: https://www.thedoseum.org/ 2800 Broadway St. San Antonio, TX 78209" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 11/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Nature of Business: The DoSeum offers exhibits, programs, camps, classes, and field trips designed for all ages, encouraging young minds to explore the joy of learning through connections to STEM, the arts, and literacy. Originally founded as San Antonio Children's Museum, The DoSeum has grown over the past 25 years to become a premier leader in informal education, while still staying true to the mission of connecting families and transforming communities Nature of Involvement: Finance Commitee"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-09 |
Reach out to this advisor