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 | 2020-03-26 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dublin | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. BOARD MEMBER WITH THE COLUMBUS FEMALE BENEVOLENT SOCIETY. 2. WILLCOX TO SERVE AS PRESIDENT OF THE COLUMBUS FEMALE BENEVOLENT SOCIETY. 2. Cherry Lane LLC; Investment related; Ohio; company with real estate and investments; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 2; After business hours: 24; property maintenance and oversight
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-16 |
Reach out to this advisor