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 | 2020-04-15 |
| SC | RA | APPROVED | 2014-02-21 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *419870 - CEL LLC; Investment related - Yes; Savannah, Georgia; Various investments; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-24 |
Reach out to this advisor