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 | 2020-05-05 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
2727 Hollycroft Street Suite 330, Gig Harbor, WA 98335 • United States
2011 North West Myhre Road Suite 301, Silverdale, WA 98383 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Gig Harbor | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. OWNER OF A REAL ESTATE RENTAL PROPERTY, INVESTMENT RELATED; RENTAL, GIG HARBOR, WA, 10/2006. DURING BUSINESS HOURS-0, AFTER BUSINESS HOURS- 1 2. *312926 -James L Smalley LLC; Investment related: Yes; Wauna, Washington; Automotive/Transportation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2004; During business hours: 0; After business hours:6; Administrative *704272- Peninsula Light Co.; Investment related No; Gig Harbor, Washington; Electrical Utility Co-op; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 6; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-26 |
Reach out to this advisor