Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-03-02 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focused Coaching | Marlboro | NJ | 08/2017 | 04/2020 |
| Cornell Institute For Social And Economic Research | Ithaca | NY | 01/2018 | 03/2018 |
| Segal Waters Consulting | Washington | DC | 08/2018 | 12/2018 |
| Cornell University | Ithaca | NY | 08/2017 | 05/2018 |
| Cornell University | Ithaca | NY | 08/2017 | 12/2019 |
| Fordham University | Bronx | NY | 08/2016 | 05/2017 |
| Abercrombie & Fitch | New York | NY | 02/2017 | 05/2017 |
| Ubs | New York | NY | 06/2019 | 08/2019 |
| Ubs | New York | NY | 05/2020 | 02/2026 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-15 |
Reach out to this advisor