Best Investors
Account
Sign in
3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beavercreek | OH | 08/2018 | 04/2022 |
| Wright State University | Dayton | OH | 06/2014 | 12/2018 |
| Kim Hill Real Estate | Portsmouth | OH | 06/2015 | 08/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | 04/2022 |
| Ned Davis Research, Inc. | Nokomis | FL | 01/2023 | Present |
| Unemployed | Englewood | FL | 04/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
Reach out to this advisor