Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-09 |
| TX | RA | APPROVED | 2020-03-06 |
Branch Locations
92 Eglin Parkway Ne, Fort Walton Beach, FL 32548 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Fort Walton Beach | FL | 08/2010 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Wells Fargo Advisors Financial Network, Llc | Fort Walton Beach | FL | 03/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
NANCY H KLINE, LLC, INVT RELATED, FORT WALTON BEACH, FL, START DATE 10/30/2020, 100 HRS PER MONTH, 100 HRS DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY, INVT RELATED, FORT WALTON BEACH, FL, 100% OWNERSHIP, START DATE 10/30/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.| NHK REAL ESTATE INC, INVT RELATED, FORT WALTON BEACH, FL, 100% OWNERSHIP, START DATE 10/30/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF ENTITY THAT HOUSES RENTAL PROPERTY.| WILD HORSE PROPERTIES, LLC; NOT INV. RELATED; FT. WALTON BEACH,FL; 100% OWNERSHIP; START DATE 12/07/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTIES.| KLINE FLINT LLC; INV RELATED; FORT WALTON BEACH, FL; RENTAL PROPERTY; 50% OWNERSHIP; START DATE 11/05/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-24 |
Reach out to this advisor