Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2016-02-22 |
| TX | RA | APPROVED_RES | 2011-02-23 |
Branch Locations
1250 Pittsford Victor Road Suite 350, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Pittsford | NY | 09/2010 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2022 | Present |
*595954 - Bowman Properties of NY LLC; Investment related -Yes; Sodus Point, New York; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours:0 ; After business hours: 2; Accounting/Bookkeeping, Check Signing/Funds Disbursements, Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-27 |
Reach out to this advisor