Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| AL | RA | APPROVED | 2025-08-15 |
Branch Locations
1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tuscaloosa | AL | 05/2025 | Present |
| Rockefeller Capital Management | Jersey City | NJ | 02/2024 | 05/2025 |
| Movement Mortgage | Staten Island | NY | 01/2023 | 02/2024 |
| Absolute Home Mortgage | Staten Island | NY | 05/2022 | 01/2023 |
| Roundpoint Mortgage | Staten Island | NY | 08/2021 | 05/2022 |
| Freedom Mortgage | Manalapan | NJ | 07/2020 | 08/2021 |
| Trief & Olk | New York | NY | 06/2017 | 07/2020 |
| Baruch College | New York | NY | 08/2013 | 06/2017 |
| Nyu Lutheran Medical Center | Brooklyn | NY | 09/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
Reach out to this advisor