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 | 2020-03-03 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
3103 Signature Court, Medford, OR 97504 • United States
975 Oak Street Suite 300, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Medford | OR | 09/2003 | Present |
| Morgan Stanley Smith Barney | Medford | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.PERSONAL TRUST, 3 RENTAL PROPERTIES; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; INVESTMENT RELATED; MEDFORD, OR; START DATE: 11/2010 2.My personal Trust; Investment related Yes; Central Point OR; Rental Properties; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2007; During business hours: 0; After business hours: 0; landlord - outside property manager. * 465735 - Trust; Investment related Yes; Jacksonville, Oregon; Trust; Trustee/Co-Trustee; 03/2013; During business hours: 2; After business hours: 0; Check Signing/Funds Disbursements, Estate Administration, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-14 |
Reach out to this advisor