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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-23 |
| NJ | RA | APPROVED | 2021-09-07 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-18 |
Branch Locations
2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States
Naples, FL • 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 | Sea Girt | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. COSMO VENTURES LLC; MANAGING PARTNER; FLORIDA INVESTMENT PROPERTY; LINCOLN RD MIAMI BEACH, FL; 10 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 04/2013
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-22 |
Reach out to this advisor