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_RES | 2022-09-29 |
| NY | RA | APPROVED | 2022-09-28 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
10 S Dearborn St Floor 19, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Partners / Jco Tax Service | New York | NY | 08/2017 | 04/2019 |
| Lpl Financial Llc | New York | NY | 08/2016 | 04/2019 |
| Invest Financial Corporation | New York | NY | 06/2017 | 02/2018 |
| Jpmorgan Chase Bank Na | New York | NY | 05/2019 | 05/2021 |
| Jpmorgan Securities Llc | New York | NY | 05/2019 | 05/2021 |
| Fidelity Brokerage Services Llc | New York | NY | 05/2021 | 09/2022 |
| Jpmorgan Chase Bank Na | New York | NY | 09/2022 | Present |
| Jpmorgan Securities Llc | New York | NY | 09/2022 | Present |
| Baruch College | New York | NY | 07/2015 | 12/2017 |
| Plaza Ny Llc | New York | NY | 04/2025 | Present |
Entity Name: PLAZA NY LLC Investment related: No Address: Private Residence Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 04/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My girlfriend is starting a ecommerce leather belt company that I have ownership in. This role isn't similar to my firm role and will have no connection to JPMorganChase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
Reach out to this advisor