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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
| CA | RA | APPROVED | 2025-10-28 |
Branch Locations
6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 07/2019 | 01/2020 |
| Globaltranz/Apex Logistics | American Fork | UT | 12/2017 | 06/2019 |
| Farm Bureau Financial Services | Centerville | UT | 10/2015 | 11/2017 |
| E*Trade Securities Llc | Sandy | UT | 01/2020 | 07/2020 |
| E*Trade Securities Llc | Sandy | UT | 07/2020 | 09/2023 |
| Morgan Stanley | Sandy | UT | 11/2022 | 12/2024 |
| Morgan Stanley | Sandy | UT | 09/2023 | 12/2024 |
| Morgan Stanley | San Diego | CA | 03/2025 | 07/2025 |
| Morgan Stanley | Rancho Santa Fe | CA | 10/2025 | Present |
*634156 - Rental Property; Investment related: Yes; Lehi, Utah; Rental Property; Homeowner (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 0; None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-17 |
Reach out to this advisor