Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| FL | RA | APPROVED | 2013-01-10 |
| NH | RA | APPROVED | 2013-01-09 |
| RI | RA | APPROVED | 2010-02-22 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Danvers | MA | 06/2009 | Present |
| Citigroup Global Markets Inc. | Danvers | MA | 01/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-02 |
Reach out to this advisor