Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-02-24 |
| MO | RA | APPROVED | 2020-02-24 |
| TX | RA | APPROVED_RES | 2020-01-06 |
Branch Locations
13355 Noel Rd Division - Texas South, Dallas, TX 75240 • United States
1630 E Bradford Pkwy, Springfield, MO 65804 • United States
1101 Club Village Dr, Columbia, MO 65203 • United States
4801 Main St, Kansas City, MO 64112 • United States
3401 College Blvd, Leawood, KS 66211 • United States
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 04/2014 | 08/2019 |
| Jpmorgan Chase Bank | New York | NY | 06/2014 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 12/2019 | Present |
| Unemployed | Rockville Centre | NY | 08/2019 | 12/2019 |
I*2207274, Entity Type Non-Profit , Name of OBA: Mustang Club of Greater Kansas City Address: Overland Park, KS 66204 Investment Related: No Position, Title, Association: Parade Coordinator (no title) Employee Start Date: 03/15/2025 No Hours: 2 monthly No Hours during trading: 0 Duties: Parade Coordinator. Coordinates participation of the Mustang Club in parades in the Greater KC area
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-08 |
Reach out to this advisor