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 | 2023-02-18 |
| CA | RA | APPROVED | 2022-11-23 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Walnut Creek | CA | 08/2022 | Present |
| De La Salle High School | Concord | CA | 07/2022 | 07/2022 |
| De La Salle High School | Concord | CA | 07/2021 | 07/2021 |
| De La Salle High School | Concord | CA | 07/2020 | 07/2020 |
| Carondelet High School | Concord | CA | 07/2020 | 07/2020 |
| Morgan Stanley | Walnut Creek | CA | 06/2020 | 08/2020 |
| Alhambra Christmas Tree Farm | Martinez | CA | 12/2019 | 12/2019 |
| Texas Christian University | Fort Worth | TX | 08/2019 | 05/2022 |
| Starbucks Coffee Company | Pleasant Hill | CA | 07/2019 | 08/2019 |
| Alhambra Christmas Tree Farm | Martinez | CA | 12/2018 | 12/2018 |
| Saint Mary's College Of California | Moraga | CA | 08/2018 | 05/2019 |
| De La Salle High School | Concord | CA | 07/2018 | 07/2018 |
| Carondelet High School | Concord | CA | 07/2018 | 07/2018 |
| Alhambra Christmas Tree Farm | Martinez | CA | 12/2016 | 12/2016 |
| De La Salle High School | Concord | CA | 08/2014 | 05/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2022 | Present |
*583417 - Art/Culture ; Investment related - Yes ; San Francisco,California ; Art/Culture ; Music Composer(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 0 ; After business hours : 10 ; Composition
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
Reach out to this advisor