Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-11 |
| TX | RA | APPROVED | 2022-05-06 |
Branch Locations
30050 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beachwood | OH | 01/2009 | 05/2022 |
| Morgan Stanley Smith Barney | Beachwood | OH | 06/2009 | 05/2022 |
| Ubs Financial Services Inc. | Pepper Pike | OH | 05/2022 | Present |
2. Real estate; Investment related; Clinton, OH; Rental property; Start date: 01/1994; During business hours: 0; After business hours: 0 *425916 - Villa Angela Saint Joseph; Investment related No; Cleveland, OH; Recreation; Coach (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 7; After business hours: 8; Football Coach. 3) NAME OF OTHER BUSINESS: Condo / INVESTMENT RELATED?: Y / ADDRESS: 212F Lake Shore Dr,Port Clinton, Ohio/ NATURE OF THE BUSINESS: Real Estate / POSITION: Owner / DUTIES: None / START DATE: 7/29/2022 / HOURS DEVOTED TO BUSINESS:NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
Reach out to this advisor