Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2026-07-20 |
| CA | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
610 Newport Center Drive Suite 900, Newport Beach, CA 92660-6448 • United States
Newport Coast, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 01/2014 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | Bevery Hills | CA | 01/2014 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | Beverly Hills | CA | 06/2017 | 07/2026 |
| Morgan Stanley | Newport Beach | CA | 06/2017 | 07/2026 |
| Rbc Capital Markets, Llc | Newport Beach | CA | 07/2026 | Present |
(1) 687988- Flora Travel, Inc; Investment related: No; New York, New York; Other - Lifestyle and hospitality travel services; Other - Independent Travel advisor (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 10; Other - Lifestyle and hospitality-providing travel research, itinerary planning, and booking services for hotels, tours, and luxury transportation for independent non firm clients; no investment related advice or financial products; no use of MS systems or resources (2) NAME OF ENTITY: Fora Travel, Inc. ADDRESS: 228 Park ave S, suite 53272 New York NY 10003 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jul 20, 2026 CAPACITY: Other DUTIES: I am still doing my training, but I will be doing this for friends and family outside of business hours. This will not conflict with my role here at RBC HOURS DEVOTED PER MONTH: 6 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-04 |
Reach out to this advisor