Best Investors
Account
Sign in
Best Investors
Account
Sign in
830 Azalea Lane, Vero Beach, FL 32963 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
Branch Locations
830 Azalea Lane, Vero Beach, FL 32963 • United States
3825 Pga Blvd Suite 1005, Palm Beach Gardens, FL 33410 • 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 | West Palm Beach | FL | 03/2015 | 08/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2015 | 08/2025 |
| Spirepoint Private Client, Llc | Palm Beach Gardens | FL | 08/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2015 | Present |
1.) SpirePoint Private Client. Investment Related. At Registered Location. RIA. IAR. 7/2025. 160. 130. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. 8/2025. 10. 10. Provide insurance advice based on the needs of client(s). 3.) Palm Beach Island Cats. Non-Investment Related. PO Box 173 Palm Beach FL, 33480. Not for Profit/ Board of Directors. Board Member/ Vice President. 1/2014. 2. 0. Fundraising, making decisions on the care of the animals, social media for the group. 4) Palm Beach Opera. Non-Investment Related. 425 24th St West Palm Beach FL, 33407. Opera. Supernumerary. 1/05/2026. 1. 0. Perform in Operas at the Kravis Center with the Palm Beach Opera.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-16 |
Reach out to this advisor