Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiffany & Co. | Beverly Hils | CA | 10/2017 | 02/2018 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 02/2018 | 07/2025 |
| Unemployed | Los Angeles | CA | 03/2016 | 10/2017 |
| Morgan Stanley | Ponte Vedra Beach | FL | 08/2026 | Present |
| Retired | St Johns | FL | 07/2025 | 01/2026 |
| Keller Williams St Johns Florida | St. Johns | FL | 01/2026 | 08/2026 |
| Alpha Wealth Management Consulting | St Johns | FL | 01/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
Reach out to this advisor