Best Investors
Account
Sign in
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2022-05-12 |
| LA | RA | APPROVED | 2019-03-27 |
| VA | RA | APPROVED | 2013-11-05 |
Branch Locations
1650 Tyson's Bl. Suite 1575, Tyson's Corner, VA 22102 • United States
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insurance Co | Tysons Corner | VA | 08/1995 | 11/2018 |
| Signator Investors, Inc. | Tysons Corner | VA | 08/1995 | 11/2018 |
| Seia Llc | Tysons Corner | VA | 11/2013 | Present |
| Royal Alliance Associates, Inc. | Tysons Corner | VA | 11/2018 | 08/2023 |
| Ses Llc | Tyson's Corner | VA | 08/2023 | Present |
1. POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11-5-2013 ADDRESS: 1650 Tysons Bl., Suite 1575, Tyson's Corner VA 22102, United States DESCRIPTION: Insurance sales and service consistent with financial planning. 2. GEORGE MASON UNIVERSITY FINANCIAL PLANNING AND WEALTH MANAGEMENT ADVISORY BOARD POSITION: Board member NATURE: Public University-School of Business INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2020 ADDRESS: 4400 University Drive, MS 1B1, Fairfax VA 22030, United States DESCRIPTION: Participation on industry panels, classroom and guest lectures. 3. INDEPENDENT INVESTMENT ADVISOR (IRIA), SEIA POSITION: Senior Partner NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11-5-2013 ADDRESS: 1650 Tysons Bl., Suite 1575, Tyson's Corner VA 22102, United States DESCRIPTION: Independent Investment Advisor (IRIA)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-29 |
Reach out to this advisor