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 | 2020-10-05 |
| DE | RA | APPROVED | 2018-09-10 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Rehoboth Beach | DE | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
PRIVATE COMPANY-JUMPER CREEK HOME OWNERS ASSOCIATON -EFFECTIVE 3/2013-MAINTAINENCE AND UP KEEP-1.0 HOUR-AN HOA WAS CREATED IN 2013. MY WIFE AND I PURCHASED 5 EMPTY LOTS. I WAS ASKED TO HELP FORM THE HOA. AS AN HOA, WE WORK WITH AN OUTSIDE MANAGER WHO COLLECTS AND DISTRIBUTES FUNDS TO CUT GRASS AND OTHER MAINTENANCE. WE HAVE TO OVERSEE ANY MODIFICATIONS TO THE HOMES (FENCES, PORCHES, ETC). THE PROPERTY IS IN WEBSTER FL. THERE ARE ABOUT 20 HOMES ON THE PROPERTY AND 80 LOTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-31 |
Reach out to this advisor