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 |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Winter Park | FL | 01/2009 | Present |
| Morgan Stanley Smith Barney | Winter Park | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. MAITLAND LAW CENTER; MAITLAND FL; SECRETARY AND TREASURER; DAILY OVERSIGHT OF TWO SMALL OFFICE BUILDINGS; NON-INVESTMENT RELATED; APPROX 2 HOURS PER WEEK-NON-BUSINESS HOURS. 06/1995** 2. AKINS FAMILY LIMITED PARTNERSHIP; MAITLAND, FL. HOLDING COMPANY FOR INVESTMENTS-GENERAL PARTNER- OVERSEE MANAGEMENT OF TIMBER FARM. 01/1987** 4.Macy Holdings, LLC; Investment related: Yes; New Smryna Beach, FL ;Rental property; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 5; manage property rentals *686727- Rollins College; Investment related No; Winter Park, Florida; Education; Adjunct Professor (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 1; After business hours: 19; teaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-05 |
Reach out to this advisor