Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-04-22 |
| TX | RA | APPROVED | 2021-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wind & Sea Restaurant | Dana Point | CA | 01/2018 | 05/2018 |
| Cafe Rio | Flagstaff | AZ | 06/2017 | 08/2017 |
| Hampton Inn & Suites | Flagstaff | AZ | 08/2014 | 01/2017 |
| Northern Arizona University | Flagstaff | AZ | 12/2014 | 12/2017 |
| Axa Advisors, Llc | New York | NY | 05/2018 | 01/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2019 | 02/2021 |
| Unemployed | Dana Point | CA | 01/2019 | 07/2019 |
| Morgan Stanley | Phoenix | AZ | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-28 |
Reach out to this advisor