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 | 2014-02-11 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
Milton, GA • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Alpharetta | GA | 02/2006 | Present |
| Morgan Stanley Smith Barney | Alpharetta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
PURCHASED LAND IN STEPHENS COUNTY, GA; PLAN TO REPLANT PINES ON THE PROPERTY AND WILL REHARVEST IN 15-20 YEARS FOR SALE; NO TIME SPENT DURING AND AFTER BUSINESS; 08/2013
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-09 |
Reach out to this advisor