Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED | 2024-07-16 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newark | DE | 11/2013 | 03/2017 |
| Morgan Stanley | West Conshohocken | PA | 03/2017 | 03/2024 |
| Morgan Stanley | West Conshohocken | PA | 07/2024 | Present |
| Unemployed | Philadelphia | PA | 03/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2008-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-19 |
Reach out to this advisor