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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookfield Academy | Brookfield | WI | 05/2013 | 06/2019 |
| Boucher Automotive | Waukesha | WI | 06/2017 | 08/2017 |
| Brookfield Academy | Brookfield | WI | 06/2018 | 08/2018 |
| Albrecht's Sentry Foods | Delafield | WI | 06/2019 | 07/2019 |
| Oconomowoc Lake Club | Oconomowoc | WI | 06/2020 | 08/2020 |
| Water Street Brewery | Delafield | WI | 06/2021 | 08/2021 |
| Summit Investment Management | Milwaukee | WI | 05/2022 | 08/2022 |
| Toppers Pizza | Waukesha | WI | 07/2022 | 08/2022 |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2023 |
| Associate Staffing | Charlotte | NC | 05/2023 | 08/2023 |
| Prinicpal Securities, Inc. | Charlotte | NC | 06/2023 | 08/2025 |
| Principal Life Insurance | Charlotte | NC | 08/2023 | 08/2025 |
| Principal Advised Services | Charlotte | NC | 06/2024 | 08/2025 |
| J.P. Morgan Securities Llc | New York | NY | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
Reach out to this advisor