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 | 2020-04-08 |
| ME | RA | APPROVED | 2019-02-25 |
Branch Locations
100 Middle Street 3Rd Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | ME | 10/2018 | Present |
| Education Pioneers | Oakland | CA | 05/2013 | 10/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2018 | Present |
1. PanAtlantic Exchanges, non-investment related, 1 Union Street, Suite 202, Portland, ME 04101, High School Exchange Programs, Director/Secretary of Board of Directors, Start of relationship June 2016, less than 1 hour/month, duties include attending bi-annual board meetings, reviewing information and providing input/feedback *366338 - YMCA of Southern Maine; Investment related - No; Charity / Private Foundation; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0; After business hours: 0.5; Report a summary of the finances to the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
Reach out to this advisor