Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Riverhead | NY | 07/1993 | Present |
| Morgan Stanley Smith Barney | Riverhead | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. THE NAME OF THE FAMILY LIMITED PARTNERSHIP IS CANTERBURY ROAD LIMITED PARTNERSHIP, 3300 PECONIC BAY BLVD. P.O. BOX 1 LAUREL, NY 11948 IT IS A FAMILY LIMITED PARTNERSHIP WHICH I AM A GENERAL PARTNER. IT WAS STARTED ON AUGUST 1, 2007. I EXPECT TO DEVOTE 10-15 HOURS A MONTH TO THIS OUTSIDE BUSINESS DURING SECURITIES TRADING HOURS AND PROBABLY ANOTHER 10-15 HOURS A MONTH OFF HOURS. AS A GENERAL PARTNER IT IS MY JOB TO HELP WITH THE INVESTMENTS IN THIS FAMILY LIMITED PARTNERSHIP. 2. Public Company;NY Metro Women's Business development Council; As of 03/2015;During business hours 1;After business hours 1. 3. *539203 - Loan; Investment related-Yes; Newton, New Jersey; Personal loan with an Individual; Lender (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 0; *649205- The Board of Advocates of the College of Arts & Sciences at Stony brook UniversityStony; Investment related: No; Stony Brook, New York; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 2; After business hours: 3; Fundraising, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-17 |
Reach out to this advisor