Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-04-10 |
| MD | RA | APPROVED | 2024-02-06 |
| TX | RA | APPROVED | 2024-02-06 |
Branch Locations
2100 Pennsylvania Avenue Nw Suite 810N, Washington, DC 20037 • United States
Rockville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates,Inc. | Chevy Chase | MD | 09/2015 | 04/2017 |
| Morgan Stanley | Washington | DC | 05/2017 | 02/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2017 | 02/2024 |
| Rbc Capital Markets, Llc | Washington | DC | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2017 | 02/2024 |
NAME OF ENTITY: Georgetown Visitation Preparatory School ADDRESS: 1524 35th Street, NW Washington, DC 20007 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Chair of Investment Committee START DATE: 02.07.24 CAPACITY: Other DUTIES: Monitor the investments in the school endowment. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-10 |
Reach out to this advisor