Best Investors
Account
Sign in
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2026-01-02 |
Branch Locations
111 Rockville Pike Suite 750, Rockville, MD 20850 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sol Capital Management Company | Rockville | MD | 04/2019 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Pontoro | Mountain View | CA | 03/2018 | 06/2021 |
| Marlo | London | 04/2016 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-03 |
Reach out to this advisor