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 |
|---|---|---|---|
| KY | RA | APPROVED | 2021-03-05 |
| TX | RA | APPROVED | 2021-03-05 |
Branch Locations
4969 Us Highway 42 Suite 1200, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Louisville | KY | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Louisville | KY | 11/2016 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Louisville | KY | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
3D VENTURES, LLC; NOT INVESTMENT RELATED; LOUISVILLE,KY; 33.33% OWNERSHIP; START 01/01/2019; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; PROVIDE CAPITAL AND OVERSIGHT OF BUSINESS. *483515- Power of Attorney; Investment related Yes; Louisville, Kentucky; Power of Attorney; 02/2022; During business hours: 0; After business hours: 0; *504143 - Reamers 1, LLC; Investment related: Yes; Louisville, Kentucky; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 2; Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-16 |
Reach out to this advisor