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 | 2021-09-10 |
| NH | RA | APPROVED | 2021-08-19 |
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
1 Harbour Place Suite 125, Portsmouth, NH 03801 • United States
1155 Elm Street 6Th Floor, Manchester, NH 03101 • United States
Portsmouth, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | NY | 09/2013 | 10/2016 |
| Homemaker | Newark | NY | 10/2016 | 10/2020 |
| Lpl Financial Llc | Geneva | NY | 10/2020 | 05/2021 |
| Lyons National Bank | Geneva | NY | 10/2020 | 05/2021 |
| Morgan Stanley | Portsmouth | NH | 06/2021 | Present |
* 468969 - Trust; Investment related Yes; Portsmouth, New Hampshire; Trust; Trustee/Co-Trustee; 01/2022; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-03 |
Reach out to this advisor