Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-04-26 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
Gilbert, AZ • United States
58 South River Drive Suite 401, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 06/2018 | 03/2019 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 06/2018 | 03/2019 |
| Honeywell | Tempe | AZ | 12/2017 | 04/2018 |
| Waste Management | Mesa | AZ | 02/2017 | 11/2017 |
| Waste Management | Mesa | AZ | 04/2016 | 02/2017 |
| Morgan Stanley | Tempe | AZ | 04/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-09 |
Reach out to this advisor