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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-07-31 |
| TX | RA | APPROVED_RES | 2018-07-30 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2008 | 07/2017 |
| Schwab Private Client Investment Advisory Inc. | Phoenix | AZ | 09/2015 | 07/2017 |
| Unemployed | Queen Creek | AZ | 07/2017 | 07/2018 |
| Morgan Stanley | Gilbert | AZ | 07/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2008-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-23 |
Reach out to this advisor