Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
1300 N Main St, Summerville, SC 29483 • United States
2600 N Main St, Summerville, SC 29486 • United States
1542 Central Ave, Knightsville, SC 29483 • United States
10040 Dorchester Rd, Summerville, SC 29485 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Summerville | SC | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Summerville | SC | 07/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Pleasant | SC | 03/2023 | 07/2026 |
| Bank Of America | Mount Pleasant | SC | 03/2023 | 07/2026 |
| Wells Fargo | Greenville | SC | 09/2016 | 03/2023 |
| Unemployed | Greenville | SC | 07/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-08 |
Reach out to this advisor