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 | 2022-08-16 |
| VA | RA | APPROVED | 2022-08-16 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
333 John Carlyle Street Suite 650, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria | VA | 06/2013 | 08/2022 |
| Bank Of America, N.A. | Alexandria | VA | 06/2013 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Mclean | VA | 08/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
*544684 - Trust; Investment related Yes; Alexandria, Virginia; 03/2011 ; During business hours: 2; After business hours: 0. *614112 - Rental Property; Investment Related - Yes; Boca Raton, Florida; Rental Property; Property Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2021; During Business Hours: 1; After Business Hours: 1; Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-04 |
Reach out to this advisor