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_RES | 2021-01-28 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
Rancho Santa Fe, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Diego | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*485399 - Estate ; Investment related - Yes; Encinitas, California; 02/2022; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 1992-07-17 |
Reach out to this advisor