Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-08 |
| UT | RA | APPROVED | 2018-05-11 |
Branch Locations
1441 West Ute Boulevard Suite 180, Park City, UT 84098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Salt Lake City | UT | 05/2016 | 04/2018 |
| Morgan Stanley Smith Barney Llc | Park City | UT | 05/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-25 |
Reach out to this advisor