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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2019-03-19 |
Branch Locations
888 Veterans Memorial Highway Suite 300, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 06/1994 | 03/2017 |
| Morgan Stanley Smith Barney Llc | Hauppauge | NY | 03/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2017 | Present |
1. Real estate; Investment related; Hilton Head, SC; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 1; property owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-22 |
Reach out to this advisor