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 | 2009-06-01 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Vienna | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
TO SERVE AS 50% PARTNER / OWNER (WITH SPOUSE) OF PREZZIES, A RETAIL GIFT SHOP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-30 |
Reach out to this advisor