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 | 2020-04-15 |
| CA | RA | APPROVED | 2010-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palo Alto | CA | 10/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*655912 - Mounted Patrol Foundation of San Mateo County; Investment related: No; woodside, California; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 2; Fundraising:Other - voting on where money will be spent for the horse community, e.g. a new bridge for hoses, or to horse organizations that benefit youth groups ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-24 |
Reach out to this advisor