Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-31 |
| TX | RA | APPROVED | 2022-05-20 |
Branch Locations
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 01/2020 | 05/2022 |
| Travel | Safety Harbor | FL | 10/2019 | 01/2020 |
| Cigna | Sunrise | FL | 06/2017 | 10/2019 |
| Florida State University | Tallahassee | FL | 08/2013 | 05/2017 |
| Travel | Safety Harbor | FL | 05/2017 | 06/2017 |
| Bank Of America, N.A. | Clearwater | FL | 03/2020 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Palm Harbor | FL | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
Reach out to this advisor