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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Urbancrest Baptist Church | Lebanon | OH | 07/2020 | 08/2023 |
| Vineyard Christian Fellowship | Bellefontaine | OH | 08/2017 | 07/2020 |
| Huntington National Bank | Marysville | OH | 07/2016 | 08/2017 |
| Jpmorgan Chase Bank (Oh) | Mason | OH | 07/2023 | Present |
| J.P. Morgan Securities Llc | Mason | OH | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-13 |
Reach out to this advisor