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_RES | 2020-02-24 |
| NV | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Reno | NV | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *384818- University of Nevada, Nevada; Investment related No; Charity / Private Foundation; Board of Trustee and Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 0; helping guide policy 2.*493058- Estate ; Investment related -Yes; Reno, Nevada; Successor Trustee; 03/2022; During business hours: 1; After business hours: 0; *667390 - Arrowcreek Homeonwners Association; Investment Related - No; Reno, Nevada; Homeowners Association Committee - the committee presents recommendations to our representative Board Member; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 1; After Business Hours: 0; We are a committee that provides ideas about effeciently managing the Association's Budget - these ideas our presented to our Board member representative.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-02 |
Reach out to this advisor