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 | 2025-08-15 |
| NE | RA | APPROVED | 2009-06-01 |
Branch Locations
13625 California Street Suite 400, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Omaha | NE | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*375292 - Omaha Liberty Ladies LLC; Investment related No; Ashland, NE; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; After business hours: 1 *702205 - Omaha Estate Planning Council; Investment related: No; Omaha, Nebraska; professional networking group in Omaha; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 2; Secretary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-06 |
Reach out to this advisor