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 |
|---|---|---|---|
| WA | RA | APPROVED | 2022-02-01 |
| TX | RA | APPROVED_RES | 2020-05-05 |
| ID | RA | APPROVED | 2009-06-01 |
Branch Locations
505 East Front Avenue Suite 201, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Lending | Spokane | WA | 01/2006 | Present |
| Citigroup Global Markets Inc. | Coeur D'ALene | ID | 10/2007 | Present |
| Morgan Stanley Smith Barney | Coeur D'ALene | ID | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*343057 - Rental Property; Investment related; Spokane, WA; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 1994; During business hours: 0; After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 1992-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
Reach out to this advisor