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 | 2024-06-14 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Austin | TX | 09/2013 | 10/2016 |
| Ubs Financial Services | Austin | TX | 10/2016 | 06/2024 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
*598905- Texas Accountants and Lawyers for the Arts; Investment related: No; Austin, Texas; Art/Culture; Board Member, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 2; Business Development/Growth, Administrative, Fundraising, Other *710646- The Chosen; Investment related No; midlothian, Texas; Recreation; Other: Extra in television show (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 6; acting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-13 |
Reach out to this advisor