Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-04 |
| NC | RA | APPROVED | 2025-06-02 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 07/2023 | 06/2025 |
| Jpmorgan Chase Bank Na | New York | NY | 06/2022 | 08/2022 |
| Interactive Brokers | Greenwich | CT | 05/2021 | 08/2021 |
| Interactive Brokers | Greenwich | CT | 05/2020 | 08/2020 |
| Camp Playland Of New Canaan | New Canaan | CT | 06/2019 | 08/2019 |
| Wake Forest University | Winston Salem | NC | 09/2022 | 04/2023 |
| Wake Forest University | Winston Salem | CT | 01/2022 | 03/2022 |
| Unemployed | New Canaan | CT | 07/2013 | 05/2019 |
| Wake Forest University | Winston Salem | CT | 08/2019 | 05/2023 |
| Jpmorgan Securities Llc | New York | NY | 07/2023 | 06/2025 |
| Unemployed | Darien | CT | 06/2023 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
Reach out to this advisor