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 | 2022-05-13 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 02/2015 | 05/2022 |
| Bank Of America, N.A. | Austin | TX | 04/2015 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Bee Cave | TX | 07/2022 | 04/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2022 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
Stretch Zone Franchising LLC; Non-Investment Related; Fort Lauderdale, FL; LLC; Fiduciary; Start 01/01/2019; 3 hours devoted monthly; 0 during trading hours; silent investor in LLC that runs Stretch Zone franchise *506843 - Stretch Holdings of Texas, LLC; Investment related: Yes; Lakeway, Texas; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0; After business hours: 1; Business Development/Growth *545362 - Adios Palermo, LLC; Investment related: Yes; Austin, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 1; Property Management *554445 - Guns Up Glenna LLC ; Investment related - Yes ; Austin, Texas ; Real Estate ; Officer(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 0 ; After business hours : 1 ; Property Management *651049 - Texas Tech Rawls Business School Advisory Council; Investment related: No; Lubbock, Texas; Public Schools; Advisory Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 2; After business hours: 1; Labor or Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-12 |
Reach out to this advisor