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 |
|---|---|---|---|
| CA | RA | APPROVED | 2011-07-11 |
| TX | RA | APPROVED_RES | 2011-02-15 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Coral Gables | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 320654 - Dolphins Challenge Cancer / Not Investment Related / Miami Gardens, FL / Fundraising for cancer / Board Member / Start June 2017 / During business hours: 0 / After business hours: 2 / Fundraising. (2) 75017 - New World Symphony / Not Investment Related / Miami Beach, FL / Art, Culture / Board Member / Start October 2019 / During business hours: 0 / After business hours: 8 / Fundraising, Finance, Investment, Development, Exec Committee. (3) 394255 - University of Miami Board of Trustees / Not Investment Related / Coral Gables, FL / Education / Board Member, Other Committee / Start April 2020 / During Business Hours: 0 / After Business Hours: 10 / Business Development and Growth. (4) 462515 - Trust / Investment Related / Coral Gables, FL / Trust / Trustee, Co-Trustee / Start July 2022 / During business hours: 1 / After business hours: 0 / Investment Decisions, Advice, Other.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-26 |
Reach out to this advisor