Best Investors
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Account
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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
3415 S Sepulveda Blvd 11Th Floor, Los Angeles, CA 90034 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Beverly Hills | CA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Beverly Hills | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 05/2017 | Present |
1. TAYLOR-HSU PARTNERS LLC, 4/2004, 3415 S. SEPULVEDA BLVD., 11TH FLOOR, LOS ANGELES, CA 90034, LLC, MANAGE RENTAL PROPERTY, OWNER/PARTNER, INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. INDEPENDENT INSURANCE AGENCY, 05/12/2017, 3415 S. SEPULVEDA BLVD., 11TH FLOOR, LOS ANGELES, CA 90034, SOLE PROPRIETOR, INSURANCE AGENCY, FIXED INSURANCE SALES, INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. Del Rey Capital Management, LLC., Start Date: 04/22/2016, 3415 S Sepulveda Blvd., 11th Floor, Los Angeles, CA 90034, LLC, Pass-Through Entity, Found & Financial Advisor, Manage Stock, EFT & Bond portfolios and provide financial planning advise, Investment Related, 200 Hours per month, 8 Hours per day during trading hours. 4. The Big Deal Too, Start Date: 03/17/1999, 1822 Hauser Blvd. Los Angeles, CA 90019, Writing and Production Services, Author, Am researching a 25-year retrospective of a book I wrote and had published by Harper Collins on 3/17/1999, work consists of interviewing and videotaping participants in my original book, as well as new subjects, Not Investment Related, 40 Hours per month, 1 Hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-03 |
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