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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
750 Walker Rd, Great Falls, VA 22066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 10/2014 | 02/2020 |
| Morgan Stanley Private Bank, N.A. | Washington | DC | 07/2016 | 03/2020 |
| Citigroup | Washington Dc | DC | 03/2020 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 03/2023 | 01/2026 |
| Bank Of America, N.A. | North Bethesda | MD | 05/2023 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-14 |
| S66 | Uniform Combined State Law Examination | 2005-04-18 |
Reach out to this advisor