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 | 2020-05-12 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boston | MA | 08/2005 | Present |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
*OBI - 562281 - Villanova University - Finance Advisory Council ; Investment related - No ; Villanova, Pennsylvania ; Education ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2023 ; During business hours : 1 ; After business hours : 3 ; Advising on wealth management career path, student mentoring
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-12 |
Reach out to this advisor