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 | 2020-10-27 |
| MD | RA | APPROVED | 2019-12-19 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H,Beck, Inc. | Rockville | MD | 07/2007 | 08/2019 |
| Risk Management Group, Llc | Rockville | MD | 11/2016 | 08/2019 |
| Morgan Stanley | Potomac | MD | 11/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2019 | Present |
*661686 - Mary of Nazareth Catholic School; Investment related: No; Darnestown, Maryland; Education; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-02 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-24 |
Reach out to this advisor