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 | 2022-01-03 |
| TX | RA | APPROVED | 2021-12-24 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Winter Park | FL | 08/2021 | Present |
| Level Equity Management, Llc | 140 East 45Th St. 42Nd Floor | NY | 07/2016 | 06/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2021 | Present |
*576546 - KM Ventures, LLC; Investment related-Yes; Winter Park, Florida; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 0; None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-28 |
Reach out to this advisor