Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
Westlake Village, CA • United States
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Westlake Village | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*381164 - Senior Concerns; Investment related - No; Thousand Oaks, CA; Charity / Private Foundation; Finance Committee member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 1; Reviewing the organization's financial statements and makes recommendations to the Board of Directors. *191445 - Westlake Yacht Club; Investment related No; Westlake Village, California; Sailing Sporting and Social; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2011; During business hours: 0; After business hours: 3; Review of financial statements *450746 - Trust; Investment related - Yes; Burbank, California; 08/2021; During business hours: 2; After business hours: 0 *559644- Boys and Girls Clubs of Greater Conejo Valley; Investment related -No; Westlake Village, California; Children/Youth; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 1; Review of financial statements *661959 - Farmland in Lithuania to be owned by P. Darius Raulinaitis; Investment related: Yes; Lithuania; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 0; there are no duties. Ownership of farmland
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-13 |
Reach out to this advisor