Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-03-15 |
| TX | RA | APPROVED | 2022-02-02 |
| FL | RA | APPROVED | 2021-12-17 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
100 North Tampa Street Suite 3000, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Tampa | FL | 08/2021 | Present |
| Proforma | Tampa | FL | 06/2020 | 08/2020 |
| Morgan Stanley Smith Barney Llc | Tampa | FL | 06/2019 | 08/2019 |
| Northwestern University | Evanston | IL | 09/2017 | 06/2021 |
| Berkeley Preparatory School | Tampa | FL | 08/2012 | 06/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2022 | Present |
The name of the business is the Save Your World Foundation. It is a private foundation/non-profit focused on giving back to the local community by allocating funds each year to local charities. The business itself is investment related as it deals with funds being invested in securities to create an endowment of funds that are able to be given away each year to charities that help out the community. However, that is dealt with by investment advisers who make all of the investment decisions. The address of the business is 701 S Howard Ave. Sutie 106-501, Tampa, FL 33606. I am a board member and the secretary of this organization. I started with this business activity on January 1, 2019. I spend about an hour on this business per month and I do not spend any time on it during normal securities trading hours. My duties are solely administrative as to research possible charities to support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-16 |
Reach out to this advisor