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 | 2019-01-09 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Santa Cruz | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 532827 - Rental property / Investment Related / Capitola, CA / Real Estate / Sole Proprietor, Owner / Start 01-August-2022 / During business hours: 0 / After business hours: 5 / Administrative, Accounting, Bookkeeping, Property Management. (2) 632006 - JAH-CCH LLC / Investment Related /Capitola, CA / Real Estate / Partner / Start 11-February-2025 / During business hours: 0 / After business hours: 10 / Administrative, Accounting, Bookkeeping, Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-23 |
Reach out to this advisor