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 | 2011-02-15 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palm Coast | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 411411 - Trust; Investment related Yes; Mine Hill, NJ; Oct 2020; During business hours: 1; After business hours: 1 * 411406 - Trust; Investment related Yes; Montclair, NJ; Oct 2020; During business hours: 1; After business hours: 01. *480319 - Trust; Investment related: Yes; Ormond Beach, Florida; Trust; Trustee/Co-Trustee; 12/2009; During business hours: 1; After business hours: 0; Investment Decisions/Advice *479688 - Trust; Investment related: Yes; Ormond Beach, Florida; Trust; Trustee/Co-Trustee; 09/2017; During business hours: 1; After business hours: 0; Investment Decisions/Advice *480311 - Trust; Investment related: Yes; Ormond Beach, Florida; Trust; Trustee/Co-Trustee; 12/2009; During business hours: 1; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-29 |
Reach out to this advisor