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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED | 2020-09-16 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
1400 Civic Place Suite 200, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 01/2014 | 09/2020 |
| Bank Of America, N.A. | Austin | TX | 08/2015 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Southlake | TX | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2020 | Present |
*591342 - Idaho Contractors ; Investment related - No ; Hayden,Idaho ; Real Estate ; Preseident / signer(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2024 ; During business hours : 0 ; After business hours : 0 ; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-07 |
Reach out to this advisor