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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boca Raton | FL | 06/1999 | Present |
| Morgan Stanley Smith Barney | Boca Raton | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*661744- US Coast Guard Masters License; Investment related: No; Boca Raton, Florida; I will get my US Coast Guard Masters (Captains) license; Getting USCG License (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 0; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-29 |
Reach out to this advisor