Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-28 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 01/2011 | 04/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2023 |
| Raymond James & Associates, Inc. | Coral Gables | FL | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-17 |
Reach out to this advisor