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 | 2023-04-19 |
| CA | RA | APPROVED | 2022-10-28 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 03/2018 | 10/2022 |
| Future Research | Cambridge | 04/2016 | 03/2018 | |
| Bank Of America, N.A. | San Jose | CA | 07/2018 | 10/2022 |
| Morgan Stanley Smith Barney Llc | Cupertino | CA | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2022 | Present |
*535805 - Rental Property 1; Investment related: Yes; Cambridge; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2010 During business hours: 0; After business hours: 1; Property Management *535806 - Rental Property 2; Investment related: Yes; Cambridge; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2015 During business hours: 0; After business hours: 1; Property Management *535807 - Rental Property 3; Investment related: Yes; Cambridge; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2015 During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
Reach out to this advisor