Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Lcc | Menlo Park | CA | 06/2009 | Present |
(1) Uber; Investment Related; Independent Contractor; Uber Driver; Start January 2016, After business hours: 10; Driving my vehicle as an uber driver during my free time. (2) Lyft; Not Investment Related; Independent Contractor; Driver; Start February 2016; During business hours: 0; After business hours: 8. (3) 480864 - Instacart; Not Investment Related; San Francisco, CA; Retail/Online Stores; Contractor; Start January 2022; During business hours: 0; After business hours: 20; Labor/Service. (4) 592031- Family Home Rentals in NJ; Investment Related; Brighton Beach, NJ; Real Estate; Inherited home from mother and father passing away; Start May 2022; During Business Hours: 0; After Business Hours: 1; Accounting/Bookkeeping, Property Management. (5) 592032 - Rental Property; Investment Related; Yardley, PA; Rental Property; Sole Proprietor / Owner; Start May 2022; During Business Hours: 0; After Business Hours: 1; Accounting/Bookkeeping, Property Management. (6) 64623 - Amy N. Brugger Designs; Investment Related; Woodside, CA; Art/Culture; Employee; Start April 2024; During Business Hours: 0; After Business Hours: 5; I have several paintings that I would like to offer up for sale. (7) 656357 - Amy Brugger, Sole Proprietor; Investment Related: No; Woodside, California; Publishing; Sole Proprietor/Owner; 08/2025; During business hours: 0; After business hours: 4; Starting a book to self publish. (8) 675852 - Uber / Lyft / Instacart; Not Investment Related; Woodside, CA; Car passenger and grocery delivery; I would sign up to drive for Uber, Lyft and Instacart for additional income; Start January 2026; During business hours: 0; After business hours: 30; Car / Taxi Service, Grocery Delivery.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
Reach out to this advisor