Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
| KS | RA | APPROVED | 2026-05-28 |
| MO | RA | APPROVED | 2026-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kansas City | MO | 10/2021 | Present |
| Tailored Management | South Jordan | UT | 04/2021 | 10/2021 |
| Doterra | Pleasant Grove | UT | 07/2016 | 04/2021 |
| Utah Valley University | Orem | UT | 01/2015 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
Reach out to this advisor