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 |
|---|---|---|---|
| CT | RA | APPROVED | 2021-06-15 |
| TX | RA | APPROVED | 2021-06-15 |
Branch Locations
112 Worcester Street, Wellesley, MA 02481 • United States
Uxbridge, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2009 | 05/2017 |
| Morgan Stanley | West Harford | CT | 01/2018 | 01/2020 |
| Unemployed | Uxbridge | MA | 05/2017 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 01/2020 | 05/2021 |
| Morgan Stanley | Wellesley | MA | 06/2021 | Present |
*490249 - Trust; Investment related - Yes; Uxbridge, Massachusetts; 08/2021; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-24 |
Reach out to this advisor