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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-04 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 01/2024 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 01/2024 | Present |
| Morty, Inc | New York | NY | 10/2020 | 12/2023 |
| Jpmorgan Chase Bank, Na | New York | NY | 10/2014 | 09/2020 |
| Hawley Generations Skipping Trust | Houston | TX | 08/2017 | Present |
Entity Name: Hawley Generations Skipping Trust Investment related: No Address: HoustonTexas77019 Nature of the other business: Trust Position/Title/Relationship: Owner/Partner Start Date: 08/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I act as a co-trustee of my parents trust that holds their Life Insurance Policy. I am responsible for maintaining the assets of the trust - with paid up guarantee life insurance policy as the only assets, this equates to periodic review of the solvency and strength of the insurance carrier.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-02 |
Reach out to this advisor