Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lake Oswego | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
SMW30 PROPERTIES LLC, OWNER; REAL ESTATE; INVESTMENT RELATED; START DATE 01/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 4; PORTLAND, OR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-02 |
Reach out to this advisor