Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-09-20 |
| TX | RA | APPROVED | 2022-09-20 |
Branch Locations
400 East Kaliste Saloom Road Suite 1200, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Lafayette | LA | 03/2011 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Lafayette | LA | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
*548187 - RJMG Properties ; Investment related - Yes ; Lafayette,Louisiana ; Rental Property ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2017 ; During business hours : 0 ; After business hours : 2 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-02 |
Reach out to this advisor