Best Investors
Account
Sign in
Sugar Hill, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Marietta | GA | 11/2015 | 05/2018 |
| Morgan Stanley | Duluth | GA | 05/2018 | 01/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | 01/2022 |
| Shadowbrook Private Wealth Llc | Sugar Hill | GA | 02/2022 | Present |
Guest Lecturer at the University of Bucharest; Educational Organization; Soseaua Pandurii 90, Bucharest, Non-US. 050664; non-investment related; 10/02/2023; 15 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-05 |
Reach out to this advisor