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 |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-10 |
| CA | RA | APPROVED | 2018-08-06 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Menlo College | Atherton | CA | 08/2015 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 06/2018 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | Present |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 10/2018 | Present |
2. *395420 - The Joy Culture; Investment related - No; San Mateo; California; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 2; Administrative *356679 - Rental Property; Investment related-Yes; Pacifica, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2008; During business hours: 0; After business hours: 5; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-06 |
Reach out to this advisor