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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| CA | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Palo Alto | CA | 03/2016 | 01/2021 |
| E*Trade Capital Management Llc | Palo Alto | CA | 03/2016 | 01/2021 |
| E*Trade Securities Llc | Menlo Park | CA | 01/2021 | Present |
| E*Trade Capital Management Llc | Menlo Park | CA | 01/2021 | Present |
| Morgan Stanley | Menlo Park | CA | 03/2023 | Present |
| Morgan Stanley | Menlo Park | CA | 09/2023 | Present |
| Morgan Stanley | Menlo Park | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-05 |
Reach out to this advisor