Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-11-03 |
| TX | RA | APPROVED | 2021-10-22 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2017 | 10/2021 |
| Jp Morgan Chase & Co. | Phoenix, Az | AZ | 06/2016 | 06/2017 |
| Bank Of America, N.A. | Chandler | AZ | 09/2017 | 10/2021 |
| Morgan Stanley | Scottsdale | AZ | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
Reach out to this advisor