Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-04-01 |
| TX | RA | APPROVED_RES | 2019-03-29 |
| FL | RA | APPROVED | 2013-03-27 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fort Myers | FL | 01/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*690118- Kentra AI; Investment related: No; Fort Myers, Florida; Consulting; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 5; Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
Reach out to this advisor