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 |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-15 |
| TX | RA | APPROVED_RES | 2019-10-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New Albany | OH | 02/2007 | 10/2019 |
| Morgan Stanley | Dublin | OH | 10/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | Present |
*384328 - 6486 East Lakeshore Drive, LLC; Investment related; Family Lake house; Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2017; During business hours: 0; After business hours: 1. *385019 - 2792-2794 Indianola LLC; Investment related Yes; Real estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2013; Owner *385022 - 360-364 E. Thompkins, LLC; Investment related - Yes; Columbus, Columbus; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2015; During business hours: 0; After business hours: 0; Administrative *392016 - 430 432 E. 16th Avenue, LLC; Investment related -Yes; Columbus, Ohio; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019 ; During business hours: 0; Administrative. *385535 - Lance White LLC; Investment Related - Yes; New Albany, OH; Investment/Finance/Banking; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Jan 2014; During Business Hours: 0; After Business Hours: 1; Administrative. *432915 - LAW Investments, LTD; Investment related - Yes; New Albany, Ohio; Real Estate; Managing member (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 0; Decision maker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-26 |
Reach out to this advisor