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
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
15 South High Street, New Albany, OH 43054 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New Albany | OH | 02/2007 | 10/2019 |
| Morgan Stanley Smith Barney Llc | Columbus | OH | 10/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | Present |
*385940- 2792-2794 INDIANOLA AVE LLC; Investment related Yes; COLUMBUS, Ohio; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2011; During business hours: 1; After business hours: 0; Administrative * 396140 - 3712 Chiselhurst Pl LLC; Investment related Yes; COLUMBUS, Ohio; Real Estate; owner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2014; During business hours: 1; After business hours: 0. *435087 - LAW Investments Ltd; Investment related Yes; New Albany, Ohio; Real Estate; Investor (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 1; After business hours: 1; Passive Investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-01 |
Reach out to this advisor