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 | 2025-06-30 |
| MD | RA | APPROVED | 2020-03-27 |
| TX | RA | APPROVED_RES | 2020-03-27 |
Branch Locations
1614 E Churchville Rd Suite 104, Bel Air, MD 21015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 10/1988 | 03/2020 |
| Bank Of America,N.A. | Bel Air | MD | 06/2011 | 03/2020 |
| Wells Fargo Advisors Financial Network, Llc | Bel Air | MD | 03/2020 | Present |
SCO WEALTH MANAGEMENT, LLC, INV RELATED, BEL AIR, MD, 51.4% OWNERSHIP, START 9/15/2020, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING, FINET PRACTICE.;| CO-TRUSTEE FOR SCO WEALTH MANAGEMENT 401K, INV RELATED, BEL AIR, MD, START 9/15/2020, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING, FINET PRACTICE 401K;| CO-TRUSTEE FOR SCO WEALTH MANAGEMENT PSP, INV RELATED, BEL AIR, MD, START 9/15/2020, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING, FINET PRACTICE PSP.| MICHAEL SCHENKING LLC, INV RELATED, STREET, MD, 100% OWNERSHIP, START 1/28/2020, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY; INV RELATED; KEY WEST, FL; 100% OWNERSHIP; START DATE 05/15/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-20 |
Reach out to this advisor