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 |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-24 |
| TX | RA | APPROVED | 2014-11-21 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • 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 | Aventura | FL | 11/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
1. *456058- American Heritage School; Investment related No; Plantation, Florida; Education; Girls Lacrosse Coach (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 28; Total hours: 7; Administrative 2.*462006- Madskillz Lacrosse; Investment related -No; Boca Raton, Florida; Lacrosse Program for girls; Coach (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 15; Coach *483042- Trust; Investment related Yes; Weston, Florida; Trust; Trustee/Co-Trustee; 01/2022; During business hours: 0; After business hours: 0; Investment Decisions/Advice *613815 - Sunny Storm Lacrosse; Investment related: No; Weston, Florida; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 12; Lacrosse Coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
Reach out to this advisor