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 | 2016-12-27 |
| AL | RA | APPROVED | 2016-03-04 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | AL | 03/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | Present |
1. University of Alabama; Non Investment related; Alabama; Football Analyst; Sept/2017; During business hours: 0; After business hours: 2; Cover Alabama and other South Eastern Conference football games. 2. *344711 - Hoover Toyota ; Investment related - No; Hoover, Alabama; Automotive/Transportation;06/2018; During business hours: 0; After business hours: 1; TV commercials, radio voiceovers 3. *350721- Leerfield Communications; Investment related -No; Jefferson City, Missouri; Sports Broadcasting; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2018; During business hours: 0; After business hours: 0; On air color analyst for Alabama Football Games and/or preview radio shows 4. JPW Investments, LLC ; Investment related: Yes; Birmingham, AL; restaurant; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-30 |
Reach out to this advisor