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 | 2020-04-23 |
| GA | RA | APPROVED | 2013-11-01 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
Roswell, GA • 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 | Atlanta | GA | 08/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 1994-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-04 |
Reach out to this advisor