Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-23 |
| DC | RA | APPROVED | 2009-12-23 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Washington | DC | 09/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *244268 - The Society of the Cincinnati of Maryland; Investment related - No; Mount Victoria, Maryland; Fraternal Society; Vice President and the Registrar of the Society.(proprietor, partner, officer, director, employee, trustee, agent); 02/2016; During business hours: 0; After business hours: 5; Other 2.*493354- The Society of the Cincinnati, Inc.; Investment related-No; Washington, District of Columbia; Fraternal Society; Other; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 3; Fundraising, Other 3.*494084- The Society of the Cincinnati (unincorporated); Investment related-No; Washington, District of Columbia; Fraternal Society; member of the Standing Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 1; Voting member of the Standing Committee 4.*69206 - Society of Colonial Wars in the District of Columbia; Investment related No; Middleburg, Virginia; Fraternal Society, Philanthropic and Historic; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2010 ; During business hours: 0; After business hours: 1; Voting Member of the Board; member and chair of ad hoc Nominating Committee. *531727- Tudor Place Foundation, Inc.; Investment related: No; Washington, District of Columbia; Civic/Community, Education, Land Preservation, Social & Recreational, Art/Culture; Board Member, Collections Committee; Secretary; Executive Committee; Ad Hoc Executive Director Search Committee (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 1; Fundraising, Voting member of board; Secretary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-01 |
Reach out to this advisor