Best Investors
Account
Sign in
7700 Congress Ave Suite 3208, Boca Raton, FL 33487 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-06 |
Branch Locations
7700 Congress Ave Suite 3208, Boca Raton, FL 33487 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. | Plantation | FL | 10/2007 | Present |
| Morgan Stanley Smith Barney | Coral Springs | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. WROTE AND PUBLISHING A BOOK: THE STOCKBROKER-960 NW 121 AVENUE CORAL SPRINGS, FLORIDA 33071- I HAVE AUTHORED MY BOOK: THE STOCKBROKER. IT WILL BE PUBLISHED WITH THE NEXT SEVERAL WEEKS-FOUR HOURS/MONTH. THE BOOK IS WRITTEN AND ABOUT TO BE PUBLISHED; 5 AFTER BUSINESS HOURS; 0 DURING TRADING HOURS, 0 SHARES HELD- NON INVESTMENT RELATED; 05/2012 *593797 - Le Club Intercontinental Palm Beach; Investment Related - No; West Palm Beach, Florida; Art/Culture; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 0.15; Recreational Social Club
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-19 |
Reach out to this advisor