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 |
|---|---|---|---|
| DC | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-03 |
| VA | RA | APPROVED | 2025-10-03 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Vienna | VA | 12/2014 | 03/2017 |
| Ubs Financial Services, Inc. | Vienna | VA | 03/2017 | 01/2018 |
| Ubs Financial Services, Inc. | Washington | DC | 01/2018 | 05/2020 |
| Ubs Financial Services, Inc. | Washington | DC | 05/2020 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 10/2021 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | 09/2023 |
| Charles Schwab & Co., Inc. | Bethesda | MD | 09/2023 | 09/2025 |
| Charles Schwab Bank, Ssb | Bethesda | MD | 09/2023 | 09/2025 |
| Morgan Stanley | Washington | DC | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-31 |
Reach out to this advisor