Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-15 |
| VA | RA | APPROVED | 2024-11-15 |
Branch Locations
222 Central Park Avenue, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Norfolk | VA | 08/2015 | 11/2024 |
| Morgan Stanley Smith Barney Llc | Virginia Beach | VA | 11/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
(1) YMCA of SHR / Norfolk, VA / Charity / The YMCA is an inclusive organization of men, women and children joined together by a shared commitment to nurturing the potential of kids, promoting healthy living and fostering a sense of social responsibility. They serve the community through various programs. They maintain 18 exercise/health and fitness facilities throughout Hampton Roads. I serve on the volunteer board at the Block Norfolk Family Y / Member of Board of Directors / We are a representative board. We offer insight and opinions to the general and operational governance of this branch, but the decisions are made by the staff of the Y. We do fundraising for their annual giving campaign to assist the community. / Start 01-November-2014. *620159 - Rental property in Virginia Beach Indian Circle; Investment related: Yes; Virginia Beach, Virginia; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 8/2021; During business hours: 0; After business hours: 0; Property Management. *620158 - Rental Property; Investment Related - Yes; Norfolk, Virginia; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2011; During Business Hours: 0; After Business Hours: 2; Property Management. *620161 - Rental Property; Investment Related - Yes; Norfolk, Virginia; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: *620164- ODU alumni association; Investment related: No; norfolk, Virginia; Education; Board Member, Other Committee, Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 2; Fundraising, The programs committee evaluates events to be held on campus and occassionally awards small grants ($100-$1,000) to assist with the various events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-31 |
Reach out to this advisor