Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-10 |
Branch Locations
9710 Monroe St, Cockeysville, MD 21030 • United States
Bel Air, MD • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 12/2013 | 12/2018 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 12/2018 |
| Securian Financial Services Inc | St Paul | MN | 12/2018 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 12/2018 | 08/2023 |
| Securian Capital Of The Chesepeake | Towson | MD | 12/2018 | Present |
| Cetera Wealth Services, Llc | Towson | MD | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Home Depot | Bel Air | MD | 04/2022 | Present |
1. MARY KAY POSITION: Independent Contractor NATURE: Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/27/2018 ADDRESS: , BelAir MD , United States DESCRIPTION: Independent Contractor 2. NOTARY PUBLIC POSITION: Independent Contractor NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: , BelAir MD , United States DESCRIPTION: Independent Contractor 3. NAME OF OTHER BUSINESS: HOME DEPOT, INVESTMENT RELATED: NO, ADDRESS: 655 MARKETPLACE DR, BEL AIR, MD 21014, NATURE OF BUSINESS: RETAIL HARDWARE WAREHOUSE, START DATE: 04/2022, POSITION/TITLE/RELATIONSHIP: ELECTRICAL SALES ASSOCIATE, APX NUMBER OF HOURS PER WEEK: 20, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CUSTOMER SERVICE, CLEAN AND ORGANIZE SHELVES, DOWN STOCK, AND ASSIST WITH OTHER DEPARTMENTS; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/1989; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: KINNECT ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32,5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-03 |
Reach out to this advisor