Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
6701 Democracy Blvd Ste 120, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Bethesda | MD | 05/2009 | 09/2021 |
| Xml Financial Group | Bethesda | MD | 09/2021 | 10/2025 |
| Xml Securities, Llc | Bethesda | MD | 09/2021 | 10/2025 |
| Lpl Financial Llc | Bethesda | MD | 10/2025 | Present |
1- 09/2025 / Boggs & Company Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-17 |
Reach out to this advisor