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 | 2020-04-08 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Plantation | FL | 05/2006 | Present |
| Morgan Stanley Smith Barney | Plantation | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
(1).RENTAL PROPERTY; INVESTMENT RELATED; TAMARAC/FL; REAL ESTATE; TITLE: CO-OWNER; START DATE: 04/2015; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0. *222668 - Real Estate; Investment Related - Yes; Tamarac, FL; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); May 2020; During Business Hours: 1; After Business Hours: 0; Investment Property Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
Reach out to this advisor