Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-30 |
| TX | RA | APPROVED_RES | 2021-07-30 |
Branch Locations
4458 Legendary Drive Suite 300, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 01/2007 | 07/2021 |
| Bbva Securities Inc. | Crestview | FL | 05/2013 | 07/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2007 | 07/2021 |
| Bbva Wealth Solutions Inc. | Crestview | FL | 03/2017 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Destin | FL | 07/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-17 |
Reach out to this advisor