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 | 2024-02-02 |
| NY | RA | APPROVED | 2023-11-13 |
Branch Locations
493 Chestnut Street, Oneonta, NY 13820 • United States
86 Glen Street 3Rd Floor, Glens Falls, NY 12801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 03/2014 | 03/2019 |
| Guardian Life Insurance Co Of America | Latham | NY | 12/2019 | 11/2021 |
| Park Avenue Securities, Llc | Latham | NY | 02/2020 | 11/2021 |
| Unemployed | Saratoga Springs | NY | 04/2019 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton Park | NY | 12/2021 | 11/2023 |
| Morgan Stanley | Glens Falls | NY | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-30 |
Reach out to this advisor