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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-12 |
| TX | RA | APPROVED_RES | 2021-03-12 |
Branch Locations
2141 Rosecrans Avenue Suite 3100, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | El Segundo | CA | 10/2009 | 03/2021 |
| Bank Of America, N.A. | Manhattan Beach | CA | 11/2010 | 03/2021 |
| Morgan Stanley Smith Barney Llc | El Segundo | CA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
* 459349 - Rental property; Investment related Yes; Hawthorne, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2018; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-20 |
Reach out to this advisor