Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
| AL | RA | APPROVED | 2022-09-19 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Birmingham | AL | 06/2022 | Present |
| Highland Associates | Birmingham | AL | 06/2011 | 06/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2025 | Present |
*511735 - Independent Presbyterian Church; Investment related - Yes; Birmingham, Alabama; Non-Profit; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 1; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-19 |
Reach out to this advisor