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 | 2023-03-30 |
| LA | RA | APPROVED | 2022-10-11 |
Branch Locations
400 East Kaliste Saloom Road Suite 1200, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lafayette | LA | 01/2022 | Present |
| Brown & Brown | Lafayette | LA | 02/2018 | 01/2022 |
| City Club | Lafayette | LA | 07/2014 | 01/2022 |
| University Of Louisiana | Lafayette | LA | 07/2011 | 05/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | Present |
635138 - City CLub; Investment Related - No; Lafayette, Louisiana; Recreation; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2014; During Business Hours: 0; After Business Hours: 6; Labor/Service. *477022- Red Leaf Rental Holdings LLC; Investment related: Yes; Lafayete, Louisiana; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-22 |
Reach out to this advisor