Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-06 |
| TX | RA | APPROVED | 2019-04-26 |
Branch Locations
1675 N Military Trail Ste 500, Boca Raton, FL 33486 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boca Raton | FL | 06/2009 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 04/2019 | Present |
RENTAL PROPERTY, INV RELATED, DELRAY BEACH, FL, 100% OWNERSHIP, START: 5/2/2019, 1 HR/MONTH, 0 HRS DURING TRADING, MANAGE THE PROPERTY. GEORGE SNOW SCHOLARSHIP FUND, INV RELATED, BOCA RATON, FL, INVESTMENT COMMITTEE CHAIR, START 2/20/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HEARING THE REPORTS FROM THE FINANCIAL ADVISORS AND RELAYING THE INFORMATION TO THE FOUNDATION BOARD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-04 |
Reach out to this advisor