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 | 2022-11-03 |
| NY | RA | APPROVED | 2021-06-09 |
| CT | RA | APPROVED | 2020-12-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 08/2020 | Present |
| Pricewaterhousecoopers | New York | NY | 08/2015 | 02/2018 |
| Accenture | New York | NY | 02/2018 | 08/2020 |
*411044 - Rental Property; Investment related - Yes; Washington, DC; Real estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2015; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-21 |
Reach out to this advisor