Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pensacola | FL | 09/2019 | 01/2026 |
| Gainesville Symphony Orchestra | Gainesville | FL | 09/2017 | 04/2021 |
| Sinfonia Gulf Coast | Destin | FL | 09/2014 | Present |
| Pensacola Community Music School | Pensacola | FL | 11/2018 | 10/2022 |
| Pensacola Symphony Orchestra | Pensacola | FL | 09/2014 | Present |
| Self -Employed Music Teacher | Pensacola | FL | 01/2012 | 09/2022 |
| Panama City Pops Orchestra | Panama City | FL | 09/2014 | 03/2020 |
| Atlanta Music Project | Atlanta | GA | 07/2017 | 07/2021 |
| St. Paul Catholic Church | Pensacola | FL | 12/2018 | Present |
| First Baptist Church | Fort Walton Beach | FL | 05/2015 | 01/2020 |
| Northwest Florida Symphony Orchestra | Niceville | FL | 09/2012 | 05/2018 |
| University Of South Alabama | Mobile | AL | 09/2018 | 05/2019 |
| Gulf Breeze School Of Music | Gulf Breeze | FL | 01/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | 01/2026 |
| Private Client Services | Pensacola | FL | 01/2026 | 01/2026 |
| Thirtyone Wealth | Pensacola | FL | 01/2026 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Pensacola | FL | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
(1) *385720 - Pensacola Symphony Orchestra; Investment related: No; Pensacola, Florida; Art/Culture; Oboist; private contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2013; During business hours: 0; After business hours: 8; Labor/Service (2) *669513 - Community Foundation of Northwest Florida; Investment related: No; Pensacola, Florida; Children/Youth:Civic/Community:Economic Assistance:Hardship Assistance; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 1; After business hours: 0; Business Development/Growth:Marketing (3) *646867 - Red Cross; Investment related - No; Pensacola, Florida; Disaster Relief:Public Safety:Hardship Assistance:Medical; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 1; After business hours: 1; Marketing:Business Development/Growth (4) *385721 - Sinfonia Gulf Coast; Investment related: No; Destin, Florida; Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2013; During business hours: 4; After business hours: 11; Labor/Service. (5) *481901- St. Paul Catholic Church; Investment related: No; Pensacola, Florida; Civic/Religious/Community; Other : Contract Musician (proprietor, partner, officer, director, employee, trustee, agent); 12-2018; During business hours: 0; After business hours: 2; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
Reach out to this advisor