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 |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States
Grand Prairie, TX • 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 Smith Barney | Dallas | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Independent Contractor; Non Investment related; Grand Prairie, TX; Independent Contractor; Member of Band(proprietor, partner, officer, director, employee, trustee, agent); Sept/2003; During business hours: 0; After business hours: 2; play trumpet in a cover band *614572 - The University of North Texas; Investment Related - No; Denton, Texas; Education; Investment Committee, Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2025; During Business Hours: 1; After Business Hours: 0; I will be a member of the investment committee to whom the portfolio manager's provide quarterly performance reviews.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-11 |
Reach out to this advisor