Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| IA | RA | APPROVED | 2026-01-23 |
Branch Locations
1080 Jordan Creek Parkway Suite 400 North, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Financial | Des Moines | IA | 09/2013 | 10/2025 |
| Princor Financial | Des Moines | IA | 10/2013 | 10/2025 |
| Morgan Stanley | West Des Moines | IA | 11/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
*671564- 41st Street Rental; Investment related-Yes; Des Moines, Iowa; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2018; During business hours: 0; After business hours: 1; cooridnate property maintence, tenant communications *671602- Rental Property; Investment related: Yes; Indianola, Iowa; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 1; coordinate property maintence, tenant communications
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-12 |
Reach out to this advisor