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 | 2016-07-22 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Cincinnati | OH | 08/1993 | Present |
| Morgan Stanley Smith Barney | Cincinnati | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*690582- Roger Bacon High School; Investment related: No; Cincinnati, Ohio; Recreation; Coach (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 36; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-11 |
Reach out to this advisor