Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| MD | RA | APPROVED | 2012-02-10 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • 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 | Bethesda | MD | 01/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*484084- Trust; Investment related Yes; West Palm Beach, Florida; Trust; Trustee/Co-Trustee; 12/2021; During business hours: 1; After business hours: 1; description of duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-11 |
| S66 | Uniform Combined State Law Examination | 1998-02-20 |
Reach out to this advisor