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 |
|---|---|---|---|
| ID | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boise | ID | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. 1.3900 Overland LLC; Investment related: Yes; Boise, ID ; Commercial Real Estate; 20% Owner(proprietor, partner, officer, director, employee, trustee, agent); May 2016; During business hours: 0; After business hours: 0; This is a LLC formed by a group of friends to invest in local Commercial Real Estate Investments. 2. *101505 - C & L Family Farms; Investment related No; Boise, ID; Agriculture; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2012; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-05 |
Reach out to this advisor