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 |
|---|---|---|---|
| UT | RA | APPROVED | 2020-10-16 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 10/2016 | 08/2020 |
| University Of Utah Medical Center | Salt Lake City | UT | 03/2012 | 10/2016 |
| Morgan Stanley | South Jordan | UT | 08/2020 | Present |
| Morgan Stanley Services Group, Inc. | South Jordan | UT | 03/2022 | Present |
*428453 - Lagoon; Investment related No; Farmington, UT; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 24; Customer Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
Reach out to this advisor