Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
WealthBridge Financial Partners, 6200 Old Dobbin Lane Columbia, MD 21045, Non-Investment-related, Partner, start date 01/01/2010, 1 hour/month, zero compensation, duties relating to the OBA: Advisor; R.J. Cline and Company, LLC 215 West Bandera Road, Suite 114-611 Boerne, TX 78006, Non-Investment-related, Accountant, Member, Start Date 09/01/1998, # of hours/month: 160, Yearly Compensation: 70000, Owner, Manager I prepare tax returns and review tax returns prepared by staff; USING THE EMAIL ADDRESS ROB@RJCLINE.COM FOR HIS ACCOUNTING PRACTICE. PARTNER OF THE WEALTHBRIDGE FINANCIAL PARTNERS, 6200 OLD DOBBIN LANE, SUITE 100 COLUMBIA MD 21045, DBA WITH AN ESTABLISHED PRODUCER GROUP; Administrator or executor of an estate or trustee of a trust for a non-family or family member - full durable power of attorney for widowed mother; Kimberly Kilmer who is a client of Steve Staley. I am the trustee for the Kilmer Trust which is a CPA client and the beneficiary of that trust is Kimberly Kilmer, who is also a CPA client;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-19 |
Reach out to this advisor