Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| CA | RA | APPROVED | 2018-09-28 |
Branch Locations
6034 West Courtyard Drive Suite 305, Austin, TX 78730 • 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 | Los Angeles | CA | 07/2011 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| Raymond James & Associates | Austin | TX | 09/2018 | Present |
| California State University Long Beach | Long Beach | CA | 08/2019 | Present |
(1)Name of Business: Address: 8306 Wilshire Boulevard, #895, Beverly Hills, CA, 90211, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Other Investment Related: Yes Start Date: 06/07/1988 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the licensed broker however, there is no "role" per se as my license is "NBA" status meaning "non-working status."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-19 |
Reach out to this advisor