Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| WA | RA | APPROVED | 2014-03-28 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Vancouver | WA | 01/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Rental Property; Vancouver, WA; Investment related; Rental; Sole Proprietor / Owner / Partner; landlord; 03/2017; 0,1 2. *384783 - Landlord; Investment related; Vancouver, WA; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 0; After business hours: 1; Landlord tasks 4. *428813 - Trust; Investment related - Yes; Washougal, Washington; Successor Trustee; 03/2021; During business hours: 0; After business hours: 0; 5. *521690- Rental Property; Investment related-Yes; Vancouver, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022 ; During business hours: 1; After business hours: 0; Accounting/Bookkeeping, Property Management 6. *521689 - FOH (Friends of Hospice); Investment related No; Vancouver, Washington; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 3; After business hours: 3; Fundraising, Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
Reach out to this advisor