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 |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-01 |
| TX | RA | APPROVED_RES | 2020-09-30 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Ft. Lauderdale | FL | 08/1993 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2020 | Present |
Temple Bat Yam of East Ft. Lauderdale // tax I'd : 59-2524675 helped to develop Investment Policy Statement many years ago and together with the Committee advise on third party manager platform Endowment committee uses. I have influence merely by being one of the voices on the Endowment Committee. no specific advise other than what I mentioned above . 1 hour / week *499352 : Rental Property ; Investment related : Yes ; Ft . Lauderdale ; Florida ; Recreation ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2022 ; During business hours : 0 ; After business hours : 1 ; Customer Service *524920 - Lending; Investment related Yes; Ft Lauderdale, Florida; 10/2022 ; During business hours: 1; After business hours: 3.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-19 |
Reach out to this advisor