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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED | 2025-02-05 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank N.A. | Manhasset | NY | 01/2017 | 03/2019 |
| Santander Securities Llc | San Juan | PR | 02/2017 | 03/2019 |
| Accu-Serve Process Service Ltd. | Westbury | NY | 03/2016 | 10/2016 |
| N/A | Rockville Center | NY | 11/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 03/2019 | 03/2023 |
| Bank Of America, N.A. | Garden City | NY | 06/2019 | 03/2023 |
| Great Point Capital, Llc | Chicago | IL | 05/2023 | 05/2024 |
| Lpl Financial | Long Island City | NY | 05/2024 | 01/2025 |
| Webster Bank | Long Island City | NY | 05/2024 | 01/2025 |
| Morgan Stanley | Garden City | NY | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
*665168- GOAT MANAGEMENT AND CONSULTING LLC; Investment related: No; Rockville Center, New York; Sports Consulting & Training; Sole Proprietor/Owner, Joint Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-25 |
Reach out to this advisor