Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-23 |
| TX | RA | APPROVED | 2022-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Berwyn | PA | 06/2009 | 09/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2022 |
| Ubs Financial Services, Inc. | Conshohocken | PA | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 09/2022 |
*385202 - Evernest Holdings, LLC; Investment related - Yes; Boulder, Colorado; Real Estate; Investor, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Dec 20219; During business hours: 0; After business hours: 1; Property Management *385205 - GVYLA; Investment related - No; Malvern, PA; Sports; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 1; Administrative.. *464696 - 104 Conestoga Road LLC; Investment related - Yes; Wayne, Pennsylvania; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *483275 - White River Properties LLC; Investment related - Yes; Malvern, Pennsylvania; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 1; Property Management *483269- 1723 Marine St., LLC; Investment related Yes; Boulder, Colorado; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 1; Property Management NAME OF OTHER BUSINESS:Bow Properties, LLC / INVESTMENT RELATED?:Y / ADDRESS: Unknown at this time / NATURE OF THE BUSINESS: Real Estate LLC for rental property / POSITION: Proprietor / owner / DUTIES: Manange Rental Property/ START DATE:1/13/23 / HOURS DEVOTED TO BUSINESS: NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-11 |
Reach out to this advisor