Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED | 2024-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banana Republic | Akron | OH | 02/2014 | 01/2020 |
| Axa Advisors, Llc | Cleveland | OH | 05/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 03/2020 | 06/2024 |
| Everest Soccer Club | Ravenna | OH | 01/2020 | 12/2020 |
| Firestone High School/Akron Public Schools | Akron | OH | 07/2016 | 04/2022 |
| Bank Of America, N.A. | Akron | OH | 03/2020 | 06/2024 |
| J.P. Morgan Securities Llc | Mansfield | OH | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Mansfield | OH | 06/2024 | Present |
| Equitable Financial Life Ins Co | Cleveland | OH | 05/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
Reach out to this advisor