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 | 2020-04-15 |
| SC | RA | APPROVED | 2014-02-21 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Savannah | GA | 10/1995 | Present |
| Morgan Stanley Smith Barney | Savannah | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*359614 - Chatham Club; Investment related: No; Savannah, Georgia; Restaurant/Bar/Nightclub; Board Member: Officer (proprietor, partner, officer, director, employee, trustee, agent); 1/2019; During business hours: 0; After business hours: 3; President
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
Reach out to this advisor