Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2009-06-01 |
Branch Locations
7515 Halcyon Summit Drive, Montgomery, AL 36117 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Montgomery | AL | 06/2009 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Montgomery | AL | 06/2017 | Present |
WINDSOR HOUSE ANTIQUES - OWNER- 4 HOURS AFTER BUSINESS 2) Citizens Advisory Committee for the Montgomery Metropolitan Planning Organization, Government / Municipality / Political, committee member, 07/2016, 1.0, 0 *56855- Cloverdale Road Properties LLC; Investment related: Yes; Montgomery, Alabama; Rental Property; Other Sole MBR (proprietor, partner, officer, director, employee, trustee, agent); 01/1998; During business hours: 1; After business hours: 0; Property Management 4) 56857- 144 Felder LLC; Investment related: Yes; Montgomery, Alabama; Rental Property; Sole MBR (proprietor, partner, officer, director, employee, trustee, agent); 01-1978; During business hours: 1; After business hours: 0; Rental company just sends me rental income 5) Real estate; investment related; Destin, Florida; Rental property; Landlord; Start date: 01/1998; During business hours: 0; After business hours: 0 6) *56870- Colonial Court LLC; Investment related: Yes; Montgomery, Alabama; Rental Property; Employee, sole MBR (proprietor, partner, officer, director, employee, trustee, agent); 01/1985; During business hours: 1; After business hours: 0; receive rental income
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-08-05 |
Reach out to this advisor