Best Investors
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830 Azalea Lane, Vero Beach, FL 32963 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 08/2014 | 05/2017 |
| Bank Of America N.A. | Vero Beach | FL | 10/2014 | 05/2017 |
| Morgan Stanley | Vero Beach | FL | 05/2017 | 10/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 10/2023 |
| Spirepoint Private Client | Vero Beach | FL | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2017 | Present |
1. VNA OF TREASURE COAST; NOT INVESTMENT-RELATED; VERO BEACH, FL; MEDICAL; INVESTMENT COMMITTEE; 1/2018 ; TWO HOURS PER MONTH; ONE DURING TRADING HOURS; ADMINISTRATIVE 2. INSURANCE AGENT; INVESTMENT-RELATED; VERO BEACH, FL; INSURANCE AGENT; 1/2015; TIME DEVOTED, INCLUDING DURING TRADING HOURS; DEPENDENT ON CLIENT NEEDS; SERVICING CLIENT ON INSURANCE POLICIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-11 |
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