Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-08-18 |
| TX | RA | APPROVED | 2017-08-04 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 09/2013 | 08/2017 |
| Bank Of America, N.A. | Alpharetta | GA | 02/2014 | 08/2017 |
| Morgan Stanley | Alpharetta | GA | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-18 |
Reach out to this advisor