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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Austin | TX | 09/2017 | 04/2026 |
| J.P. Morgan Securities Llc | Austin | TX | 09/2017 | 04/2026 |
| Atlantic Trust Private Wealth Management | Austin | TX | 07/2013 | 09/2017 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 04/2026 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
Reach out to this advisor