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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-19 |
| TX | RA | APPROVED_RES | 2025-06-19 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 11/1996 | 06/2025 |
| Bank Of America, N.A. | Aventura | FL | 12/2009 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Plantation | FL | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-14 |
Reach out to this advisor