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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-29 |
| TX | RA | APPROVED | 2022-06-03 |
| FL | RA | APPROVED | 2021-04-19 |
Branch Locations
1801 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Boca Raton | FL | 10/2011 | 04/2021 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 10/2012 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2021 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 9/1/2018 ADDRESS: 244 BURNSVILLE, NC. DETAILS: SHORT-TERM VACATION RENTAL. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-28 |
Reach out to this advisor