Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-14 |
| DC | RA | APPROVED | 2021-06-28 |
| TX | RA | APPROVED_RES | 2021-06-24 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hampton Golf | Ave Maria | FL | 08/2015 | 04/2017 |
| Ubs Financial Services | Washington | DC | 07/2017 | 06/2021 |
| Unemployed | Romeo | MI | 04/2017 | 07/2017 |
| Morgan Stanley | Washington | DC | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*666848- The Basye Retreat; Investment related: Yes; Basye, Virginia; Real Estate ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 6; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-16 |
Reach out to this advisor