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 |
|---|---|---|---|
| UT | RA | APPROVED | 2023-10-19 |
| TX | RA | APPROVED | 2023-10-18 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities, Llc | Sandy | UT | 05/2018 | 03/2020 |
| Black Turtle Inc. | Sandy | UT | 11/2016 | 10/2017 |
| Homemaker | West Valley | UT | 12/2009 | 11/2016 |
| Homemaker | West Valley | UT | 10/2017 | 05/2018 |
| E*Trade Securities Llc | Sandy | UT | 03/2020 | 04/2020 |
| E*Trade Securities Llc | Sandy | UT | 04/2020 | 09/2023 |
| Morgan Stanley | South Jordan | UT | 01/2023 | Present |
*682949 - Handshake AI; Investment related- No; San Fransisco, California; Technology; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 20; Open Source Technology Project Contributor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
Reach out to this advisor