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 |
|---|---|---|---|
| MN | RA | APPROVED | 2022-06-08 |
| CT | RA | APPROVED | 2022-01-30 |
| TX | RA | APPROVED | 2021-06-03 |
| NY | RA | APPROVED | 2021-05-19 |
Branch Locations
14 Second Street South West Suite 201, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cibc Wood Gundy | Vancouver | 09/1993 | 04/2021 | |
| Morgan Stanley Smith Barney Llc | Rochester | MN | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
1. *440224 - Trust; Investment related - Yes; Burnaby, Canada; Trustee; 07/2015; During business hours: 0; After business hours: 0; 2. *539467 - world diabetes foundation; Investment related No; Bagsværd, Denmark; Hospital/Healthcare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 1; After business hours: 2; Administrative 3. *579274 - World India MedEd Academy private limited; Investment related-No; Karnataka, India; Education, Hospital/Healthcare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 1; After business hours: 2; Administrative 4. *578272 - Integral Engineeting Consultancy Services Pvt Ltd.; Investment Related - Yes; U.P., India; Rental Property; Board Member, Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2022; During Business Hours: 0; After Business Hours: 1; passive role; some strategic advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-19 |
Reach out to this advisor