Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| TN | RA | APPROVED | 2020-09-04 |
| TX | RA | APPROVED | 2020-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Franklin | TN | 06/2009 | 09/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2020 |
| Robert W. Baird & Co Inc | Franklin | TN | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. THE PARKER GROUP LLC; COLUMBIA, TN; RENTAL REAL ESTATE; MEMBER; 1 HOUR PER WEEK OUTSIDE NORMAL BUSINESS HOURS*** 2) WETSWERD HOLDINGS, LLC; Investment related; Columbia, TN; Real estate/Investments; Employee; 08/2008; During business hours: 0; After business hours: 2-3 *383201 - Shaq Mason Foundation; Investment related - No; Columbia, Tennessee; Children/Youth, Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Oct 2019; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements *385151 - Maury Regional Health System; Investment related - Yes; Non Profit County owned Hospital system; Advisory Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020. Name/Address: Westwerd Holdings LLC 2314 Country Club Lane Columbia TN 34801 Start Date: 1/1/09 Hours Spent: 0-3 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner/Landlord commercial real estate Investment Related Name/Address: Gold Coast Shipping Company LLC 1211 Woodland Crossing Columbia TN 38401 Start Date: 9/4/20 Hours Spent: 0-3 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Member/Owner/Landlord Non Investment Related Name/Address: Binpark Property Management, 2314 Country Club Lane, Columbia, TN 38401 Start Date: 5/13/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-07 |
Reach out to this advisor