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 | 2020-04-08 |
| CT | RA | APPROVED | 2019-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly | MA | 07/2016 | 05/2018 |
| Bank Of America, N.A. | Beverly | MA | 09/2016 | 05/2018 |
| Santander Bank, Na | Boston | MA | 06/2018 | 09/2019 |
| Santander Securities, Llc | Dorchester | MA | 06/2018 | 09/2019 |
| Morgan Stanley | Wellesly | MA | 10/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | Present |
1. Rental Property, Owner, non-investment related, start date 9/1/2015, 100 Hatherly Rd. Waltham, MA 02452, less than 10 hours monthly not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-26 |
Reach out to this advisor