Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-04-29 |
| TX | RA | APPROVED | 2022-04-29 |
Branch Locations
One North Brentwood Suite 900, St. Louis, MO 63105-3926 • United States
Wildwood, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2022 |
| Morgan Stanley | Clayton | MO | 12/2014 | 04/2022 |
| Morgan Stanley | Birmingham | MI | 08/2015 | 05/2017 |
| Rbc Capital Markets, Llc | St. Louis | MO | 04/2022 | Present |
| City National Bank | St. Louis | MO | 05/2022 | Present |
424809- Trust; Kirkland, Washington; Feb 2021; During business hours: 0 (2) NAME OF ENTITY: NHL Alumni Association ADDRESS: 400 Kipling Ave. Toronto Ontario M8V3L1 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Charity, transition of players, hardship assistance, promote hockey to youth CAPACITY: Board of Directors *, Treasurer START DATE: 4.29.2022 DUTIES: I have no access to accounts and or check writing. I will work with the board to oversee the CPA and accountants, and present the numbers to the members. HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: St. Louis Blues Alumni Association ADDRESS: 1401 Clark Ave. St. Louis, MO 63103 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: The St. Louis Blues Alumni Association was established in 1988 with the mission to give back CAPACITY: Board of Directors * START DATE: 4.29.2022 DUTIES: Deciding on events we will participate in, amounts of donations, and scholarships HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 4) NAME OF ENTITY: Saint Louis Prior School ADDRESS: 500 South Mason Road St. Louis, MO 63141 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Varsity Hockey Coach CAPACITY: Other, Hockey Coach START DATE: 09.01.23 DUTIES: Hockey coach of the varsity program HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-25 |
Reach out to this advisor