Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-13 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 11/2015 | 03/2017 |
| Morgan Stanley Private Bank, N.A. | Tulsa | OK | 11/2015 | 03/2017 |
| Morgan Stanley Private Bank, N.A. | Tampa | FL | 03/2017 | 02/2018 |
| Morgan Stanley | Tampa | FL | 03/2017 | 02/2018 |
| Morgan Stanley | Raleigh | NC | 02/2018 | 02/2019 |
| Morgan Stanley Private Bank, N.A. | Raleigh | NC | 02/2018 | 02/2019 |
| City National Bank | Baltimore | MD | 02/2019 | 06/2024 |
| Rbc Capital Markets, Llc | Baltimore | MD | 02/2019 | 06/2024 |
| Unemployed | Miami | FL | 06/2024 | 02/2025 |
| First Horizon Advisors Inc | Fort Lauderdale | FL | 02/2025 | 03/2026 |
| Lpl Financial Llc | Fort Lauderdale | FL | 08/2025 | 03/2026 |
| Morgan Stanley | West Palm Beach | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-19 |
Reach out to this advisor