Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-14 |
| CA | RA | APPROVED | 2016-03-18 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Diego | CA | 03/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | Present |
1. EUROVALLAS S.A. DE C.V. A FAMILY BUSINESS FOCUSED ON ADVERTISING (MINORITY SHAREHOLDER) 3. *252082 - University of California San Diego, Rady School of Management Dean's Advisory Council; Investment related No; La Jolla, CA; Education; Advisory Board, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2015;During business hours: 0; After business hours: 0.25; Exclusively participate in meetings. *426655 - E & Olive HOA; Investment related No; Coronado, CA; HOA; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 0; After business hours: 0; Administrative. *547046 - UCSD Foundation; Investment Related - No; La Jolla, California; Education; Board Member, Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2023; During Business Hours: 0; After Business Hours: 1; Business Development/Growth, Fundraising. *662201 - St. Augustine High School; Investment related: No; San Diego, California; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 1; After business hours: 0; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-06 |
Reach out to this advisor