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 | 2022-01-06 |
| CA | RA | APPROVED | 2021-11-12 |
Branch Locations
216 Lorton Avenue Suite 200, Burlingame, CA 94010 • United States
Daly City, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Francisco | CA | 06/2012 | 11/2021 |
| Morgan Stanley Smith Barney Llc | Burlingame | CA | 11/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2021 | Present |
*467626- In home senior services; Investment related No; san francisco, California; Elder Care; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 40; Labor/Service *515826 - Rental Property; Investment related: Yes; San Francisco, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 2; Property Management *565697- rental property; Investment related -Yes; san francisco, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 1; Property Management *567692 - Rental Property ; Investment related - Yes ; honolulu, Hawaii ; Rental Property ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) ; 11/2021 ; During business hours : 0 ; After business hours : 0 ; owner only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-24 |
Reach out to this advisor