Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-14 |
| GA | RA | APPROVED | 2022-01-31 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 02/2021 | Present |
| Balentine | Buckhead | GA | 04/2019 | 01/2021 |
| Sability | Cumming | GA | 03/2019 | 04/2019 |
| Moxy Financial Group | Alpharetta | GA | 07/2018 | 03/2019 |
| Chubb | Alpharetta | GA | 01/2018 | 07/2018 |
| Jittery Joes | Macon | GA | 10/2015 | 12/2017 |
| Mercer University | Macon | GA | 08/2014 | 12/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
I am a board member for my homeowners association- Belhaven - in Peachtree Corners, GA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-29 |
Reach out to this advisor