Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Manchester By The Sea | MA | 11/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 11/2022 |
RENTAL PROPERTY; INV. RELATED; CLEVELAND HEIGHTS, OH; 100% OWNERSHIP; START 6/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING. | RENTAL PROPERTY; INV. RELATED; SHAKER HEIGHTS, OH ; 100% OWNERSHIP; START 6/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING. | RENTAL PROPERTY; INV. RELATED; SHAKER HEIGHTS, OH ; 100% OWNERSHIP; START 6/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING. | RENTAL PROPERTY, INV RELATED, SHAKER HEIGHTS, OH, 100% OWNERHSIP, START 6/3/2023, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING. | RENTAL PROPERTY, INV RELATED, CLEVELAND, OH, 100% OWNERSHIP, START: 6/21/2023, 3 HOURS A MONTH, 0 HOURS DURING TRADING. | RENTAL PROPERTY; INV RELATED; 100% OWNERSHIP; START 9/7/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; LANDLORD. | RENTAL PROPERTY, INV RELATED, SHAKER HEIGHTS, OH, 100% OWNERSHIP, START: 11/10/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL RENTAL PROPERTY. | RENTAL PROPERTY, INV RELATED, SHAKER HEIGHTS, OH, 100% OWNERSHIP, START: 11/03/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL RENTAL PROPERTY.| CHELTON PROPERTIES LLC, INV RELATED, CANTON, OH, 100% OWNERSHIP, START: 10/23/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, REAL ESTATE RENTAL. | RENTAL PROPERTY, INV RELATED, CLEVELAND HEIGHTS, OH, 100% OWNERSHIP, START: 1/15/24, 0.5 HOURS A MONTH, 0 HOURS DURING TRADING. | RENTAL PROPERTY (HILDANA RD), INV RELATED, SHAKER HEIGHTS, OH; 100% OWNERSHIP, START 6/30/2024, 0 HRS PER MONTH. | RENTAL PROPERTY (CHELTON RD), INV RELATED, SHAKER HEIGHTS, OH; 100% OWNERSHIP, START 6/30/2024, 0 HRS PER MONTH. | CHESTSHIRE PARK, LLC; INV RELATED; SHAKER HEIGHTS, OH; HOLDING RENTAL PROPERTY; 100% OWNER; START 01/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | KENDALL WOODS LLC; INV RELATED; SHAKER HEIGHTS, OH; RENTAL PROPERTY; 100% OWNER; START DATE 02/04/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| CHELTON PARK LLC; INV RELATED; SHAKER HEIGHTS, OH; USED FOR RENTAL PROPERTY; 100% OWNERSHIP; START DATE 06/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | HILDANA PARK, LLC; INV RELATED; SHAKER HEIGHTS, OH; 100% OWNERSHIP; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY OWNERSHIP HAMPSHIRE VILLAGE LLC ; INV RELATED;CLEVELAND HEIGHTS,OH; LLC;100% OWNERSHIP; START DATE: 04/08/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-02 |
Reach out to this advisor