Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-04-13 |
| TX | RA | APPROVED | 2022-04-13 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Butler Company | Bloomfield | CT | 04/2017 | 06/2019 |
| Yolon Energy Llc | East Windsor | CT | 06/2019 | 08/2019 |
| Strategy Leaders Inc | Norwalk | CT | 09/2019 | 04/2020 |
| Cigna Healthcare | Bloomfield | CT | 05/2020 | 08/2020 |
| Fidelity Investments | West Hartford | CT | 06/2021 | 03/2022 |
| Southwick School District (Middle & High School) | Southwick | MA | 07/2011 | 05/2017 |
| Fairfield University | Fairfield | CT | 09/2017 | 05/2021 |
| Morgan Stanley | Boston | MA | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
Reach out to this advisor