Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED | 2025-04-18 |
Branch Locations
150 W University Dr., Flr 04, Tempe , AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon-Whole Foods Shopper | Phoenix | AZ | 05/2019 | 08/2019 |
| Brookdale Central Paradise Valley Senior Living | Phoenix | AZ | 05/2016 | 02/2023 |
| Lucky's Liquor | Phoenix | AZ | 02/2023 | 07/2024 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2024 | 02/2025 |
| J.P. Morgan Securities Llc | Tempe | AZ | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-09 |
Reach out to this advisor