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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-23 |
| TX | RA | APPROVED | 2024-05-23 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Boston | MA | 08/2011 | 07/2023 |
| First Republic Securities Company | Boston | MA | 10/2011 | 10/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | 05/2024 |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | 05/2024 |
| Morgan Stanley Smith Barney Llc | Middleton | MA | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
*596293 - Jewish Big Brother Big Sister; Investment related: No; Waltham, Massachusetts; Children/Youth; Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 6/2023; During business hours: 1; After business hours: 0; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
Reach out to this advisor