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 | 2020-03-03 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
24300 Town Center Dr. Suite 200, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Sherman Oaks | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)MIDVALE LAND LLC; Investment related Yes; VALENCIA, CA/STEVENSON RANCH, CA; Real estate Investing; General Partner of the LLC (proprietor, partner, officer, director, employee, trustee, agent); 06/2010; During business hours: 0+; After business hours: .15; This is a LLC in which only my wife and I are the members. The purpose is personal real estate investing. * 413639 - Trust; Investment related Yes; Encino, CA; Nov, 2020; During business hours: 0; After business hours: 1. *483686- Trust; Investment related Yes; Stevenson Ranch, California; Trust; Trustee/Co-Trustee; 02/2022; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
Reach out to this advisor