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 | 2025-05-02 |
| NY | RA | APPROVED | 2025-03-24 |
Branch Locations
Beechwood Office Park., 2678 South Road, Poughkeepsie, NY 12601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Securities, Llc | New York | NY | 09/2012 | 11/2020 |
| Morgan Stanley | Poughkeepsie | NY | 02/2025 | Present |
| Assured Guaranty | New York | NY | 11/2020 | 04/2024 |
| Self-Employed | Wappingers Falls | NY | 04/2024 | 02/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
*628635 - RDG Capital Partners LLC; Investment related -Yes; Fishkill, New York; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 8; Property Management, Administrative, Check Signing/Funds Disbursements *630928 - 43 Ackerman LLC; Investment related: Yes; Fishkill, New York; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 4; Administrative *630931 - Beacon Enclave LLC; Investment related: Yes; Fishkill, New York; Real Estate:Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-17 |
Reach out to this advisor