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 | 2020-02-19 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | San Mateo | CA | 04/1995 | Present |
| Morgan Stanley Smith Barney | San Mateo | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. THE SANDWICH SPOT; FOSTER CITY, CA; 0 DURING SECURITIES HOURS; 2 HOURS AFTER BUSINESS; SILENT PARTNER 2. *504221 : Rental Condo ; Investment related : Yes ; San Bruno ; California ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2022 ; During business hours : 0 ; After business hours : 1 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-15 |
Reach out to this advisor