Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2024-12-19 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Antonio | TX | 04/2018 | 07/2021 |
| Jpmorgan Chase Bank N.A. | San Antonio | TX | 09/2016 | 04/2018 |
| Jpmorgan Chase Bank N.A. | San Antonio | TX | 11/2014 | 09/2016 |
| J.P Morgan Chase Bank Na | San Antonio | TX | 04/2018 | 07/2021 |
| Citigroup | San Antonio | TX | 07/2021 | 07/2022 |
| Fidelity Investments | San Antonio | TX | 08/2022 | 11/2024 |
| Morgan Stanley | Fort Lauderdale | FL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-11 |
Reach out to this advisor