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 | 2017-02-28 |
| UT | RA | APPROVED | 2017-02-28 |
Branch Locations
60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 01/2014 | 02/2017 |
| Bank Of America, N.A. | Salt Lake City | UT | 07/2014 | 02/2017 |
| Morgan Stanley | Salt Lake City | UT | 02/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
*577791- Jillian Willhite; Investment related: No; Highland, Utah; Retail/Online Stores; Administrative items (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
Reach out to this advisor