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 | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-18 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 02/1984 | 08/2023 |
| Bank Of America, N.A. | Pensacola | FL | 12/2009 | 08/2023 |
| Morgan Stanley Smith Barney Llc | Pensacola | FL | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
(2) Angel Investor Management Group LLC / Investment Related / Auburn, AL / LLC / Member of the Group / Start 29-March-2017 / 1 hour devoted monthly / 0 during trading hours / Group provides access to allow investment in early stage companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-16 |
Reach out to this advisor