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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-09-19 |
| NY | RA | APPROVED | 2025-09-15 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
New York, NY • United States
One Penn Plaza 43Rd Floor, New York, NY 10119 • 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 |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Jersey City | NJ | 11/2011 | 03/2023 |
| Morgan Stanley | Jersey City | NJ | 03/2023 | 05/2025 |
| Fidelity Investments | Albany | NY | 05/2025 | 08/2025 |
| Morgan Stanley | Newport Beach | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-27 |
Reach out to this advisor