Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-08 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Assoc. For Self Employed | Hamden | CT | 06/1991 | Present |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*604519- Health and Wellness Committee, South Palm Beach County Bar Association; Investment related: No; Boca Raton, Florida; Health and Wellness Committee Co-Chair; Co-Chair Health and Wellness Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 4; Plan Health and Wellness Activities *604518- Boca Speak Easy; Investment related: No; Boca Raton, Florida; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 4; Business Development/Growth:Marketing Oversee meetings to coordinate weekly speeches *697966 - Club Power Speakers; Investment related: No; Englewood, Colorado; We enhance the personal lives and careers of individuals; Board Member: Vice President Education (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 4; Summary: As Vice President Education (VPE), you schedule your club members’ speeches, verify the completion of projects, and serve as a resource for questions about the Toastmasters Pathways learning experience, speech contests, and your club mentor program. You are an important source of Toastmasters knowledge for club members and it is your job to become familiar with all aspects of Pathways. Responsibilities: • Set club meeting agendas and assign meeting roles • Manage club schedule and plan meetings • Manage member progress in Pathways and act as the primary Base Camp Manager • Encourage member engagement in the Pathways learning experience • Plan speech contests • Hold yourself and other officers accountable • Keep current with Toastmasters programs • Manage mentor program • Provide positive and impartial evaluation on speeches/projects • Remain current with the Leader Letter Skills learned: • Strategic planning • Evaluate individual’s performance and determine strengths/weaknesses • Organization and problem-solving • Successful mentoring techniques • Positive small group collaboration • Critical thinking • Motivate others to set and achieve personal goals • Strategic thinking • Succession planning • Compliance with standard procedures
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-28 |
Reach out to this advisor