Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-25 |
| FL | RA | APPROVED | 2021-11-22 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 10/2018 | 02/2021 |
| St. Luke's School | New Canaan | CT | 08/2003 | 06/2018 |
| Unemployed | St. Johns | FL | 07/2018 | 09/2018 |
| Morgan Stanley Smith Barney Llc | Ponte Vedra Beach | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
Reach out to this advisor