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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-06 |
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 03/2026 | Present |
| Edward Jones | Westerville | OH | 06/2025 | 03/2026 |
| Bank Of America | Columbus | OH | 10/2022 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 10/2022 | 06/2025 |
| J.P. Morgan Securities Llc | Westerville | OH | 11/2021 | 10/2022 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 11/2021 | 10/2022 |
| Adaptation Financial/Cambridge Investment | Westerville | OH | 05/2021 | 10/2021 |
| J.P. Morgan Securities Llc | Westerville | OH | 07/2020 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 02/2017 | 05/2021 |
| J.P. Morgan Securities Llc | San Antonio | TX | 04/2018 | 10/2018 |
| Guardian Industries Corp | Upper Sandusky | OH | 01/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-25 |
Reach out to this advisor