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 |
|---|---|---|---|
| AL | RA | APPROVED | 2022-05-13 |
| TX | RA | APPROVED | 2022-05-13 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 01/1997 | 05/2022 |
| Bank Of America, N.A. | Birmingham | AL | 11/2009 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Birmingham | AL | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2023 | Present |
*512612- Rental Property; Investment related-Yes; Auburn, Alabama; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2003; During business hours: 0; After business hours: 2; Administrative:Property Management *684613- Heath Family Properties LLC; Investment related: Yes; Birmingham, Alabama; Rental Property; Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
Reach out to this advisor