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 |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-20 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2001 Commonwealth Boulevard, Ann Arbor, MI 48105 • 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 Smith Barney Llc | Ann Arbor | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
* 457967 - Rental Property; Investment related Yes; Redondo Beach, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Activity start month/year; During business hours: 0; After business hours: 1; Property Management *482760- Trust; Investment related Yes; Grand Haven, Michigan; Trust; Trustee/Co-Trustee; 10/2013; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-21 |
Reach out to this advisor