Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-27 |
| VA | RA | APPROVED | 2022-04-04 |
| TX | RA | APPROVED | 2017-06-14 |
Branch Locations
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 | Washington | DC | 08/2008 | 02/2017 |
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 02/2017 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-01 |
Reach out to this advisor