Best Investors
Account
Sign in
Best Investors
Account
Sign in
521 Fifth Ave 12Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-01 |
| TX | RA | APPROVED_RES | 2019-10-13 |
Branch Locations
521 Fifth Ave 12Th Floor, New York, NY 10175 • United States
3 disclosure categories 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 | New York | NY | 04/2016 | 07/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 07/2019 |
| Laidlaw & Company (Uk) Ltd. | New York | NY | 10/2019 | Present |
| Laidlaw Wealth Management | New York | NY | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-02 |
Reach out to this advisor