Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-11 |
| CA | RA | APPROVED | 2021-06-22 |
Branch Locations
1331 North California Blvd. Suite 650, Walnut Creek, CA 94596 • United States
Lafayette, CA • United States
2 disclosure categories 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 | Walnut Creek | CA | 07/2009 | 06/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2021 |
| Rbc Capital Markets, Llc | Walnut Creek | CA | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2018 | 06/2021 |
| City National Bank | Walnut Creek | CA | 08/2021 | Present |
*427744 - Real Estate Investment; Investment related - Yes; Glendale, Arizona; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 1; (2) NAME OF ENTITY: NORTHWEST VALLEY OFFICE PLAZA LLC ADDRESS: 3559 MT DIABLO BLVD 36, LAFAYETTE, CA 94549 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Single Asset Real Estate Investment CAPACITY: Owner - Passive START DATE: 7/30/2021 DUTIES: I anticipate being a passive capital partner HOURS DEVOTED PER MONTH: 0.25 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: 500 Carlisle LLC ADDRESS: 3559 Mt. Diablo Blvd. #36 Lafayette, CA 94549 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: New LLC to hold rental real estate exchange purchase CAPACITY: Owner - Passive START DATE: 2/11/22 DUTIES: I don't have any official duties, I'm offering my portion capital from our previous exchange and potentially a personal guarantee if we seek financing of the property in the future. HOURS DEVOTED PER MONTH: 0.5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
Reach out to this advisor