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 | 2010-10-22 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • 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 Llc | Winter Park | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
2. Boy Scouts of America; Investment related-No; Apopka,FL ; Non-Profit organization to prepare young people with values from the Scout Oath and Laws.; Volunteer committee member for the Investment Committee for an existing endowment(proprietor, partner, officer, director, employee, trustee, agent); Apr 2018; During business hours: 0; After business hours: 1. *481162 - Trust; Investment related - Yes; Winter Springs, Florida;02/2022; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-06 |
Reach out to this advisor