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 | 2011-07-20 |
| PA | RA | APPROVED | 2011-02-08 |
Branch Locations
720 South Atherton Street, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | State College | PA | 03/2002 | Present |
| Morgan Stanley Smith Barney | State College | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*599021- Christopher B. & Shannon M. Jones; Investment related: Yes; State College, Pennsylvania; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 10; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-23 |
Reach out to this advisor