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 |
|---|---|---|---|
| AR | RA | APPROVED | 2019-03-04 |
| OK | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Tulsa | OK | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*621042 - True Grit Land and Ranch, LLC; Investment related: Yes; Sapulpa, Oklahoma; Agriculture, Construction/Engineering; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 40; Administrative:Accounting/Bookkeeping:Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-22 |
Reach out to this advisor