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 | 2018-05-23 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
216 Lorton Avenue Suite 200, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Burlingame | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | Present |
RENTAL PROPERTY, OWNER; START DATE: 08/2016; SAN MATEO, CA; DURING BUSINESS HOURS- 0,AFTER BUSINESS HOURS- 1; INVESTMENT RELATED *254271 - Rental House; Investment related - Yes; San Mateo, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2007; During business hours: 0; After business hours: 0; Collect Rent, pay taxes, maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-05 |
Reach out to this advisor