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 |
|---|---|---|---|
| GA | RA | APPROVED | 2011-06-21 |
| TX | RA | APPROVED_RES | 2011-06-17 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Athens | GA | 06/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. White & Gold Holdings: Office leasing/rental property 2. Perimag Properties; Investment related Yes; Rental; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Oct/2017; During business hours: 0; After business hours: 1; 3. *525755 - POA; Investment related: Yes; Conyers, Georgia; POA; 10/2022; During business hours: 1; After business hours: 4;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-31 |
Reach out to this advisor