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 | 2026-07-02 |
| TX | RA | APPROVED_RES | 2026-07-02 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
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 |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Coral Gables | FL | 06/2013 | 07/2026 |
| Morgan Stanley Smith Barney Llc | Coral Gables | FL | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
*707105 - Lamchick Opportunity Fund, LLC; Investment related: Yes; Miami, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0; After business hours: 0; Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-17 |
Reach out to this advisor