Best Investors
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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-28 |
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 03/2013 | 03/2025 |
| Bank Of America, N.A. | Newton | MA | 06/2013 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2025 | Present |
(1) 637474 - The Boston Club / Not Investment Related / Beverly, MA / Civic/Community / Women's leadership advancement / Corporate Board Committee Member / Start 15-June-2012 / 1 hour devoted monthly / 0 during trading / Co-chair affinity group for people who are pursuing board seats. (2) *637471- President's Council of Cornell Women; Investment related: No; Ithaca, New York; Civic/Community; Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 1; :Steering committee member, Membership chair (3) *637475- Cary Memorial Library Foundation; Investment related: No; Lexington, Massachusetts; Art/Culture; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 1; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-01 |
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