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_RES | 2010-08-02 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Plantation | FL | 04/2007 | Present |
| Morgan Stanley Smith Barney | Plantation | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*457502- Broward Sheriff's Advisory Council, Inc.; Investment related No; Dania Beach, Rhode Island; Non-Profit; Advisory Board (proprietor, partner, officer, director, employee, trustee agent); 09/2021; During business hours: 0; After business hours: 2; Business Development/Growth, Fundraising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-14 |
Reach out to this advisor