Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-30 |
| IL | RA | APPROVED | 2024-07-29 |
| MO | RA | APPROVED | 2024-07-29 |
Branch Locations
6181 Bennett Drive Suite 200, Edwardsville, IL 62025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Edwardsville | IL | 07/2022 | Present |
| Morgan Stanley | New York | NY | 07/2022 | 05/2024 |
| Morgan Stanley | New York | NY | 06/2021 | 08/2021 |
| Loftus Wealth Strategies | Bethany Beach | DE | 06/2020 | 08/2020 |
| Morgan Stanley | Berwyn | PA | 09/2019 | 05/2020 |
| Nationwide Construction Disbursing | St. Louis | MO | 06/2019 | 08/2019 |
| Hire Level - Geodis | Edwardsville | IL | 06/2018 | 08/2018 |
| Full Time Eductaed | Villanova | PA | 08/2018 | 05/2019 |
| Full Time Educated | Villanova | PA | 08/2019 | 05/2020 |
| Full Time Educated | Villanova | PA | 08/2020 | 05/2021 |
| Full Time Educated | Villanova | PA | 08/2021 | 12/2021 |
| Unemployed | Ofallon | IL | 01/2022 | 06/2022 |
| Full Time Educated | St. Louis | MO | 06/2014 | 05/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-27 |
Reach out to this advisor