Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED | 2022-04-05 |
| FL | RA | APPROVED | 2022-02-03 |
| DC | RA | APPROVED | 2019-02-28 |
Branch Locations
1700 K St Nw Ste 875, Washington, DC 20006 • United States
Woodbridge, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Wahington | DC | 05/2008 | 02/2019 |
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2019 |
| Wells Fargo Clearing Services Llc | Washington | DC | 02/2019 | Present |
FRIENDS OF BALLOU; NOT INVESTMENT RELATED; WASHINGTON,DC; TREASURER; START DATE 09/07/2009; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0.5; RAISING MONEY FOR COLLEGE SCHOLARSHIPS TO AWARD STUDENTS THAT FRADUATE FROM BALLOU HIGH SCHOOL IN WASHINGTON D.C. AND APPROVING REQUESTS GREATER THAN $500 FROM THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-04 |
Reach out to this advisor