Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| OH | RA | APPROVED | 2016-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Toledo | OH | 09/2015 | Present |
| United States Marine Corps | Washington | DC | 05/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | Present |
*382848 - Rental Property ; Investment related; Arcachon, France; Rental ; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2019; During business hours: 0; After business hours: 0. *429099 - United States Marine Corps Reserve; Investment related No; Selfridge, Michigan; Military; Military Officer (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 12; After business hours: 24; Military Officer *570517 - Williams Sonoma ; Investment related - No ; San Francisco ,California ; Wholesale/Distribution ; I just want to buy their products in bulk for end of year client gifts and receive the 20% discount. (proprietor, partner, officer, director, employee, trustee, agent) ; 9/2023 ; During business hours : 0 ; After business hours : 0 ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-01 |
Reach out to this advisor