Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2021-06-29 |
Branch Locations
7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kansas City | MO | 06/2017 | 02/2019 |
| University Of Missouri | Columbia | MO | 08/2013 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 02/2019 |
| Creative Planning | Overland Park | KS | 02/2019 | 06/2021 |
| Morgan Stanley | Clayton | MO | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-24 |
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
Reach out to this advisor