Best Investors
Account
Sign in
6111 Tulane Ave, Glen Echo, MD 20812-1205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Job Corp. | Washington | DC | 11/2017 | 07/2018 |
| Howard Community College | Columbia | MD | 02/2016 | 09/2021 |
| Law & Associates, Inc. | Glen Echo | MD | 07/2018 | Present |
| Raymond James Financial Services, Inc. | Glen Echo | MD | 07/2018 | 09/2018 |
| Raymond James Financial Services, Inc. | Glen Echo | MD | 09/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Glen Echo | MD | 07/2019 | Present |
(1)Name of Business: Davita Financial Planning LLC Address: 9731 Knowledge Drive, Laurel, MD, 20723, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/11/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Davita Crystal Alford-Cooper is the sole member and 100% owner of Davita Financial Planning, LLC. Established March 2016. Davita Crystal Alford-Cooper currently does continuing education seminars, including CFP Ethics for other professional colleagues. Davita Alford-Cooper is also a public speaker.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-15 |
Reach out to this advisor