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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-17 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Palm Beach | FL | 01/2015 | 02/2026 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2026 | Present |
(1) 682630 - Community Foundation for Palm Beach and Martin Counties / West Palm Beach, FL / Board Member, Investment Committee, Audit Committee / Start 01-June-2025 / 2 hours devoted monthly / 0 during trading / Investment Decisions, Advice / The audit committee reviews the financial statements for the organization, no signing authority. (2) 682621 - Raymond F. Kravis Center for the Performing Arts / West Palm Beach, FL / Art, Culture, Civic, Community / Young Professionals Executive Committee / Start 01-February-2014 / Marketing / Developing Marketing for the Center related to shows they are holding, networking with other young professionals in the area,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-07 |
Reach out to this advisor