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 | 2023-06-07 |
| UT | RA | APPROVED | 2023-06-07 |
Branch Locations
60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 06/2023 |
| Morgan Stanley Smith Barney Llc | Salt Lake City | UT | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2023 | Present |
(1) 564038 - High Moon Group, LLC / Investment Related / Salt Lake City, UT / Retail-Online Stores / Bookkeeper / Start August 2023 / During business hours: 0 / After business hours: 2 / Accounting, Bookkeeping. (2) 646038 - Beacon Heights Elementary PTA / Not Investment Related / Salt Lake City, UT / Education / Treasurer / Start July 2025 / During business hours: 0 / After business hours: 2 / Accounting, Bookkeeping, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-23 |
Reach out to this advisor