Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-30 |
Branch Locations
Bonita Springs, FL • United States
800 Laurel Oak Drive Suites 500 & 600, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 03/2009 | 06/2017 |
| Morgan Stanley | Fort Myers | FL | 06/2017 | 09/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | 09/2025 |
| Rbc Capital Markets, Llc | Naples | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-12 |
Reach out to this advisor