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 | 2021-02-10 |
| CO | RA | APPROVED | 2011-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boulder | CO | 05/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. JANSEN PEARL LLC.; INVESTMENT RELATED; BOULDER, CO; INVESTS IN COMMERCIAL REAL ESTATE PROPERTY; I AM THE LLC MANAGER; ONE HOUR PER MONTH IS DEVOTED TO THIS BUSINESS. NO TIME SPENT DURING SECURITIES TRADING HOURS. STATE OF COLORADO REQUIRES THE MANAGEMENT OF THE LLC TO BE VESTED IN A MANAGER OR MEMBERS*** 2. Rental Property; Investment related; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 0 3. STATE MERCANTILE LLC; Investment related; LOUISVILLE, CO; MANAGER; OWNERSHIP OF COMMERCIAL REAL ESTATE; 01/2008***;During business hours: 0; After business hours: .1 4. NWL HOLDING COMPANY LLC, OWNER; REAL ESTATE HOLDING; INVESTMENT RELATED; START DATE: 01/2015; DURING BUSINESS HOURS-0, AFTER BUSINESS HOURS- 0; BOULDER, CO 5.LUBAR PROPERTIES LLC, SOLE PROP,REAL ESTATE HOLDING, EFF 2005, 1 HR OUTSIDE BIZ HOURS, COLORADO, INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-15 |
Reach out to this advisor