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_RES | 2014-02-11 |
| MO | RA | APPROVED | 2012-07-18 |
| HI | RA | APPROVED | 2009-06-01 |
Branch Locations
733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States
Wildwood, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Honolulu | HI | 08/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*92717 - Ikeda Family Irrevocable Trust; Investment related: Yes; Honolulu, Hawaii; Rental Property; co-trustee and 1/4 beneficial owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2003; During business hours: 0.25; After business hours: 0; Check Signing/Funds Disbursements 2. DONALD & JUNE IKEDA 927 10TH AVENUE HONOLULU, HI 96816 (MY PARENTS)- CO-TRSTEE AND ¼ BENEFICIAL INTEREST IN THE TRUST- WE HAVE A PROPERTY MANAGER WHO HANDLES ALL OF THE MAINTENANCE OF THE 7 PROPERTIES. OCCASIONALLY, I APPROVE THE MAINTENANCE JOBS AND WORK WITH OUR PROPERTY MANAGER TO MAINTAIN THE PROPERTIES. NO PURCHASES OR SALES HAVE BEEN MADE SINCE 2002- AVG OF 2HRS/MO, 0 DURING TRADING HOURS * 469451 - Trust; Investment related Yes; Honolulu, Hawaii; 4043512; Trustee/Co-Trustee; Activity start month/year; During business hours: 0.5; After business hours: 0; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
Reach out to this advisor