Best Investors
Account
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Best Investors
Account
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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-29 |
| MD | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED | 2024-08-28 |
Branch Locations
5425 Wisconsin Avenue Suite 301, Chevy Chase, MD 20815-3552 • United States
Rockville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 06/2017 | 08/2024 |
| Rbc Capital Markets, Llc | Chevy Chase | MD | 08/2024 | 08/2026 |
| Suissa Private Wealth, Llc | North Bethesda | MD | 08/2026 | Present |
GUEST SUITES LLC, NOT INV RELATED, BEVERLY HILLS, CA, 14.28% OWNERSHIP, START: 1/1/2008, 0 HOURS, NO DUTIES. TIKKUN FOODS, LLC, NOT INVT RELATED, LOS ANGELSA, CA, 50% OWNERSHIP, START DATE 7/10/2019, 3 HRS PER MONTH, 0 HRS DURING TRADING, MANUFACTURE AND PROCESS RECIPES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-28 |
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