Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-19 |
| MI | RA | APPROVED | 2010-10-05 |
Branch Locations
101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Southfield | MI | 07/1993 | Present |
| Morgan Stanley Smith Barney | Southfield | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*511651 - The Village Club; Investment related: No; Bloomfield Hills, Michigan; Non-Profit; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 3; Other *163333 - St. Hugo of the Hills Parish Community; Investment related No; Bloomfield Hills, Michigan; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2012 ; During business hours: 0; After business hours: 6; I am currently a committee member; if approved I will chair the committee. *511662 - The Village Club; Investment related: No; Bloomfield Hills, Michigan; Non-Profit, Education, Social & Recreational; Strategic Planning Committee member (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 1; Other *561290 - The Village Club Enrichment Fund ; Investment related - No ; Bloomfield Hills, Michigan ; Civic/Community, Education, Children/Youth ; Board Member, President 2023-2026 (proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 1 ; Administrative, Fundraising *577482 - St. Hugo of the Hills Parish Bloomfield Hills Corporation; Investment related-No; Bloomfield Hills, Michigan; Education, Humanitarian, Religious; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 0; attend meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-14 |
Reach out to this advisor