Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-24 |
Branch Locations
307 International Circle Suite 500, Cockeysville, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2015 | 11/2016 |
| Peoples Bank | Baltimore | MD | 06/2015 | 11/2016 |
| Codorus Valley Financial Advisors, Inc | Baltimore | MD | 06/2015 | 11/2016 |
| The Investment Center Inc | Baltimore | MD | 11/2016 | 08/2021 |
| Ic Advisory Services Inc | Baltimore | MD | 11/2016 | 08/2021 |
| National Life Group | Baltimore | MD | 08/2021 | 07/2026 |
| Equity Services Inc | Montpelier | VT | 08/2021 | 07/2026 |
| Raymond James Financial Services, Inc. | Cockeysville | MD | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Cockeysville | MD | 07/2026 | Present |
| Fulton Financial Advisors | Cockeysville | MD | 07/2026 | Present |
| Fulton Bank | Cockeysville | MD | 07/2024 | 07/2026 |
| Fulton Bank | Cockeysville | MD | 07/2026 | Present |
(1) Name of Business: Address: 307 International Circle Ste 500 , Cockeysville, MD, 21030-1342, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/31/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am currently licensed/affiliated with National Life Group to sell and service term, whole life and indexed universal life insurance (2) Name of Business: Fulton Bank Address: 307 International Circle Ste 500, Cockesville, MD, 21030-1342, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/23/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Will be a licensed IAR with Fulton Bank
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-18 |
Reach out to this advisor