Best Investors
Account
Sign in
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-24 |
| VA | RA | APPROVED | 2021-06-24 |
Branch Locations
Highwoods Centre 477 Viking Drive Suite 200, Virginia Beach, VA 23452 • United States
Virginia Beach, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Scott & Stringfellow Inc. | Norfolk | VA | 05/1996 | 06/2021 |
| Scott & Stringfellow, Inc. | Norfolk | VA | 05/1999 | 06/2021 |
| Bb&T Securities, Llc | Norfolk | VA | 01/2013 | 12/2020 |
| Bb&T Securities | Virginia Beach | VA | 12/2020 | 06/2021 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 02/2021 | 06/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2021 |
| Davenport & Company Llc | Virginia Beach | VA | 06/2021 | Present |
ENVEST VENTURES I, III LLC CO-ENVEST I; VENTURECAP; INV.RELATED TIDEWATERPROSPORTS WHRO TV & RADIO - PLANNED GIVING COMMITTEE MEMBER, NOT INV RELATED, NOT PUBLICLY TRADED, 5200 HAMPTON BLVD NORFOLK, VA 23508, NON-PROFIT FUNDRAISING, START 6/10/08, APPROX 1 HR PER MO, NO COMPENSATION. - DOMINION INVESTORS, LP: START JAN 2016, INV RELATED, NOT PUBLICLY TRADED, 101 W MAIN ST STE 480 NORFOLK VA 23510 - - THE JEWISH NEWS POSITION: Contributing Columnist NATURE: Local journal reporting news of the SE Hampton Rds-- Jewish Community INV RELATED: No -HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/1986 -5000 Corporate Woods Drive, Ste 200, Virginia Beach VA 23462 - -CLK TRUST POSITION: Trustee/Beneficiary to family trust INV RELATED: Yes -HOURS: 1 SECURITIES TRADING HOURS: -1 START DATE: 11/14/1997 ADDRESS: 2101 Parks Avenue, Ste 401, Virginia Beach VA 23451 -- ARBOR APARTMENTS POSITION: Director . Real Estate Mgmt & ownership INV RELATED: No HOURS: -1 SECURITIES TRADING HOURS: 0 START 11/01/2001-101 W. Main Street, Ste 480, Norfolk VA 23510 GMK APARTS INC. POSITION: Vice President NATURE: Real Estate Mgmt & Ownership INV RELATED: No- HOURS: -1 SECURITIES TRADING HOURS: -1 START 11/01/2001 ADDRESS: 101 W Main St, Ste 480, Norfolk VA 23510. KAUFMAN FOUNDATION FOR HEART FAILURE POSITION: Director NATURE: Private Foundation funding The Kaufman Center ofr Hert Failure at the Cleveland Clinic - See money for new Heart treatments INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2001 ADDRESS: 101 W Main St, Ste 480, Norfolk VA 23510. KAUFMAN AMERICANA FOUNDATION POSITION: VP, Director NATURE: Private family foundation promoting the appreciation of the American Funture, Art & Antiques INVESTMENT RELATED: No NUMBER OF HOURS: -1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2001 ADDRESS: 101 W. Main St, Ste 480, Norfolk VA 23510. KAUFMAN FOUNDATION POSITION: Director NATURE: Private Philanthropic Family Foundation INV RELATED: No -HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2001 -101 W Main St, Ste 480, Norfolk VA 23510. GMK MARITAL TR & GMK IRREV TRUST POSITION: Trustee - Trusts created to take care of my mother & her grandchildren following death of her husband INV RELATED: Yes - HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2001 101 W Main Street, Ste 480, Norfolk VA 23510. 536 WARREN CRESCENT POSITION: Co-owner - Income producing Real Estate of a 1 Bedroom condo INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2001.OHEF SHALOM TEMPLE POSITION: Past President - Oversing & operating a 700 Family Reform Jewish congregation along with Fiscal & Moral guidelines as setup out in the constitution bylaws of the organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/01/1995 ADDRESS: 530 Raleigh Ave, Norfolk VA 23507 -FANNIE BROH TRUST POSITION: Trustee NATURE: Trustee/Beneficiary to family Irrev Trust Goldman Sachs also has Broh Trust Account INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: -1 START DATE: 12/31/2008 ADDRESS: 101 W. Main St, Suite 480, Norfolk VA 23510 DOMINION INVESTORS, LP POSITION: Limited Partner NATURE: Family limited partnership of my sister and myself to invest proceeds for co-ownership & mutual benefits. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/12/1981-101 W. Main St, Ste 480, Norfolk VA 23510-Ohef Sholom Foundation - Planned Giving arm of a religious institution.- Board Member - investment related - Fundraising for Planned Giving bequests of a 700 family Reform Jewish synagogue -Integrity Bank for Business- Local banking organization - Leadership Board Member -Advise bank of local lending and deposit opportunities -Virginia Investors - Inv related, Trustee, Chesapeake, VA-Private Family Office, involved in running 2 apt complexes, financial services for 15 family members, 4 foundations& accounting - Hours 1-5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-19 |
Reach out to this advisor