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_RES | 2020-04-15 |
| FL | RA | APPROVED | 2018-08-27 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | Miami | FL | 01/2013 | 08/2018 |
| Morgan Stanley | Ft. Lauderdale | FL | 08/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | Present |
*371994 -Rental Property; Investment related: Yes; Weston, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 5/2009; During business hours: 0; After business hours: 0; shareholder only *371996 -Rental Property; Investment related: Yes; Weston, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 5/2010; During business hours: 0; After business hours: 0; shareholder only *371997 -Rental Property; Investment related: Yes; Weston, Florida; Rental Property; shareholder (proprietor, partner, officer, director, employee, trustee, agent); 5/2012; During business hours: 0; After business hours: 0; none, shareholder only *499737 - Rental Property; Investment related: Yes; Weston, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 5/2021; During business hours: 0; After business hours: 1; owner of the property rented, my wife is the manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-19 |
Reach out to this advisor