Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-01-25 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
Saratoga Springs, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 12/2011 | Present |
| Morgan Stanley Services Group Inc. | South Jordan | UT | 11/2018 | 05/2026 |
| Morgan Stanley & Co., Llc | South Jordan | UT | 10/2022 | 05/2026 |
| E*Trade Securities, Llc | South Jordan | UT | 10/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-14 |
Reach out to this advisor