Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-07-14 |
| FL | RA | APPROVED | 2021-05-10 |
| TX | RA | APPROVED_RES | 2021-05-10 |
Branch Locations
Cape Neddick, ME • United States
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 03/2009 | 05/2021 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 12/2009 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*441431 - PETRA I; Investment related - Yes; Fort Lauderdale, Florida; Real Estate; Managing partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2009; During business hours: 0; After business hours: 1; Part Owner I*96404 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ZNH, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: CAPE CORAL, FLORIDA 33904 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 8/16/2016 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE OWNERSHIP OF A CONVENIENT STORE GAS STATION. I*6218 For profit or not for profit: Name of outside business organization: NA Investment related: Address of business: Fort Lauderdale, Florida 33302 Nature of business: , Position, title, association: , Start date of relationship: 5/15/2018 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: *441691- Rental Property; Investment related Yes; Fort Lauderdale, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2009; During business hours: 1; After business hours: 0; Finance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-31 |
Reach out to this advisor