Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED_RES | 2025-04-17 |
Branch Locations
Two Franklin Park 6700 Tower Circle, Ste. 200, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Murfreesboro | TN | 06/2009 | 04/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2025 |
| Janney Montgomery Scott Llc | Franklin | TN | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. Greenhouse Ministries, Murfreesboro, TN. Board Member (10/2015) - Attend monthly meetings for oversight and fundraising. Not investment related, not compensated, 6 hours/month. 2. Alpha Gamma Rho Fraternity, Kansas City, MO. Regional Vice President (04/1989) - Board appointed volunteer position overseeing the Mid-East region (7 chapters in TN and KY). Not investment related, not compensated, 2 hour/month. Not compensated, investment related, 1 hour/month. 3. Middle TN Electric Membership Corp, Murfreesboro, TN. Nominations Committee/Committee Member (10/2024) - Appointed committee review board applications and make recommendations for board candidates. Not compensated, meet once/year. 4. Rutherford County Industrial Development Board, Rutherford County, TN. County appointed Board Member (03/2015) - Assist in approving and administering tax-increment incentive funds for the Rutherford County government. Not compensated, investment related, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-26 |
Reach out to this advisor