Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-07 |
| CA | RA | APPROVED | 2022-01-31 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Newport Beach | CA | 03/2019 | Present |
| Veritext Legal Solutions | Costa Mesa | CA | 02/2016 | 01/2019 |
*490195- Estate ; Investment related -Yes; Tustin, California; successor trustee/executor; 03/2022; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-29 |
Reach out to this advisor