Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-13 |
| TX | RA | APPROVED | 2019-05-10 |
Branch Locations
4030 W Boy Scout Blvd Ste 300, Tampa, FL 33607-5713 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Tampa | FL | 04/2007 | 05/2019 |
| Morgan Stanley Smith Barney | Tampa | FL | 06/2009 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Ameriprise Financial Services, Inc | Tampa | FL | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Tampa | FL | 03/2020 | Present |
Board of Directors; NAtional Christian Foundation Tampa Bay; Board Member; 707 N Franklin Street#800Tampa, FL 33602, ,; Not Investment-Related; 10/01/2018; 1 to 9 hours per month; 0 during trading hours / Health Access Connect, Inc; Board Member; 7324 Gaston Ave. #124-309, , Dallas, TX, 75214; Not Investment-Related; 11/01/2021; 1 to 9 hours per month; 0 during trading hours / Board of Directors; Board Member; 90 Grove Street, , Ridgefield , CT, 06877; Not Investment-Related; 02/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-05 |
Reach out to this advisor