Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-25 |
Branch Locations
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dot It | Arlington | TX | 07/2016 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 02/2019 |
| Morgan Stanley | Dallas | TX | 06/2019 | Present |
| Unemployed | Arlington | TX | 02/2019 | 06/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-13 |
Reach out to this advisor