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 | 2009-12-14 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*582237 - CFA Institute; Investment related-No; Charlottesville, Virginia; Investment/Finance/Banking; Volunteer (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 2; After business hours: 8; Reviewing Content for Examniations and assisting with sending standards and grading *678409 - CFA Institute; Investment related: No; Charlottesville, Virginia; Investment/Finance/Banking; Volunteer (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 25; Exam Grader - one time per year for 1 week 5 hours per day
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-02 |
Reach out to this advisor