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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2023-08-17 |
Branch Locations
74199 El Paseo Suite 201, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Palm Desert | CA | 08/2011 | 08/2023 |
| City National Bank | Palm Desert | CA | 07/2017 | 08/2023 |
| Morgan Stanley Smith Barney Llc | Palm Desert | CA | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
*566440- Boys and Girls Club of the Coachella Valley; Investment related -No; Palm Desert, California; Children/Youth; organizing committee member of golf tournament (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 1; After business hours: 1; Fundraising *641697 - Texacali Catering LLC; Investment Related - Yes; Indian Wells, California; Restaurant/Bar/Nightclub; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 4; Check Signing/Funds Disbursements, Administrative *704040 - Woodlands Farm Family Ranch LLC; Investment related: Yes; Hockley, Texas; Agriculture:Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 5; Administrative:Check Signing/Funds Disbursements:Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-11 |
Reach out to this advisor