Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-07-06 |
| TX | RA | APPROVED | 2023-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 04/2022 |
| Advanced Water Systems, Inc | Raleigh | NC | 10/2016 | 09/2017 |
| Air & Water Solutions, Inc. | Columbia | MO | 03/2016 | 09/2016 |
| Jpmorgan Chase Bank, N.A. | Lexington | KY | 06/2022 | 03/2023 |
| J.P. Morgan Securities Llc | Lexington | KY | 06/2022 | 03/2023 |
| Allstate Financial Services, Llc | Lexington | KY | 03/2023 | 06/2023 |
| Allstate Financial Advisors, Llc | Lexington | KY | 03/2023 | 06/2023 |
| J.P. Morgan Securities Llc | Lexington | KY | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Lexington | KY | 07/2023 | Present |
| Unemployed | Lexington | KY | 05/2022 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
Reach out to this advisor