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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-17 |
| OH | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED | 2023-03-24 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
Leland, MI • United States
4455 Dressler Road Suite 202, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/1994 | 03/2023 |
| Bank Of America, N.A. | Bath | OH | 12/2009 | 03/2023 |
| Morgan Stanley Smith Barney Llc | Canton | OH | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
*547186- Old Trail School; Investment related-No; bath, Ohio; Education; Board Member: Endowmnet Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 2; Investment Decisions/Advice, Advise School on fundraising strategy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-05 |
Reach out to this advisor