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 |
|---|---|---|---|
| NM | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
4801 N. Butler Suite 14101, Farmington, NM 87401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | Present |
| Morgan Stanley Smith Barney Llc | Farmington | NM | 12/2015 | Present |
1. *307942 - Four Corners Federated Republican Women; Investment related No; Farmington, New Mexico; Political Office; Board Member, 1st Vice President (Programs) (proprietor, partner, officer, director, employee, trustee, agent); 01/2019 ; During business hours: 3; After business hours: 3; Administrative, Check Signing/Funds Disbursements. 2. TWO RENTAL PROPERTIES, OWNER; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 2; FARMINGTON, NM; START DATE: 04/2008; INVESTMENT RELATED; 3. *312573- City of Farmington, NM; Investment related: No; Farmington, New Mexico; Political Office; City Councilor (proprietor, partner, officer, director, employee, trustee, agent); 03/2018; During business hours: 4; After business hours: 60; Running for Political Office/Campaigning 5.*445357- San Juan Rotary Club; Investment related: No; Farmington, New Mexico; Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 6; After business hours: 4; Administrative, Business Development/Growth, Fundraising, Marketing, Check Signing/Funds Disbursements, Accounting/Bookkeeping, Treasurer/Immediate Past President 6. *339838 - Greenlawn Cemetery Association; Investment related No; Farmington, New Mexico; Cemetery; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 2; Administrative 7. *635478 - Republican Party of New Mexico; Investment related-No; Albuquerquer, New Mexico; Political Office; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 1; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
Reach out to this advisor