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 | 2024-04-26 |
| CA | RA | APPROVED | 2023-11-20 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Palo Alto | CA | 06/2011 | 06/2021 |
| Mizuho Securities Llc | San Francisco | CA | 07/2021 | 08/2023 |
| Morgan Stanley Smith Barney Llc | Cupertino | CA | 08/2023 | 11/2023 |
| Morgan Stanley Smith Barney Llc | Cupertino | CA | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
*576298- Rover; Investment related: No; Palo Alto, California; Dog Sitting; Dog Sitter (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 5; Dog Sitting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-13 |
Reach out to this advisor