Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-01-22 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2017 | Present |
1. BUSINESS / COMPANY;SOLE PROPRIETOR / OWNER / PARTNER;LITTLE BUILDERS' DAY CARE;AS OF 07/2015;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS 3. 2. *319 - ALKAL Franz LLC; Investment related Yes; Katy, Texas; Real Estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Investment Decisions/Advice *330 - Little Builders International Academy LLC; Investment related: Yes; Katy, California; Education; Board Member, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 5;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
Reach out to this advisor