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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bend | OR | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Bend | OR | 01/2026 | Present |
| Edward Jones | St Louis | MO | 08/2023 | 01/2026 |
| Unemployed | Bend | OR | 06/2023 | 07/2023 |
| Elev8 Mortgage, Llc | Bend | OR | 01/2023 | 05/2023 |
| Celebrity Home Loans, Llc | Bend | OR | 11/2022 | 01/2023 |
| Geneva Financial, Llc | Bend | OR | 09/2022 | 10/2022 |
| Unemployed | Bend | OR | 08/2022 | 08/2022 |
| Cherry Creek Mortgage, Llc | Colleyville | TX | 01/2022 | 07/2022 |
| American Financial Network, Inc | Keller | TX | 07/2021 | 12/2021 |
| Unemployed | Fort Worth | TX | 05/2021 | 06/2021 |
| Bank Of America | Kent | WA | 10/2016 | 04/2021 |
| Keller Williams Realty, Inc | Seattle | WA | 03/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-17 |
Reach out to this advisor