Best Investors
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Account
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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-09-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Medford, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 08/2012 | 01/2017 |
| Morgan Stanley | South Jordan | UT | 01/2017 | 03/2022 |
| Steward Partners Investment Solutions, Llc | Medford | OR | 03/2022 | Present |
| Steward Partners Global Advisory, Llc | Medford | OR | 03/2022 | Present |
| Steward Partners Investment Advisory, Llc | Medford | OR | 05/2023 | Present |
1) Tycksen's Treasures; Co-Owner; selling personal items on Etsy and Ebay; Medford, OR; 09/019/2024/ 0 HRS/Month; 0HRS during trading; online store; Not-Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-17 |
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