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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED_RES | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 04/2026 | Present |
| Citigroup | Milpitas | CA | 05/2017 | 04/2026 |
| Unemployed | Fremont | CA | 03/2017 | 04/2017 |
| Bank Of America | San Jose | CA | 03/2016 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-21 |
Reach out to this advisor