Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-23 |
| KY | RA | APPROVED | 2019-07-22 |
| TX | RA | APPROVED | 2019-07-22 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Mitchell | KY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Mitchell | KY | 11/2016 | 06/2019 |
| Morgan Stanley Wealth Management | Cincinnati | OH | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-27 |
Reach out to this advisor