Best Investors
Account
Sign in
8133 Elliott Road Suite 212, Easton, MD 21601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-10 |
| FL | RA | APPROVED | 2026-01-13 |
| LA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2021-01-14 |
| DE | RA | APPROVED | 2020-10-14 |
| NC | RA | APPROVED | 2020-04-24 |
| VA | RA | APPROVED | 2020-01-03 |
| MD | RA | APPROVED | 2019-12-20 |
Branch Locations
8133 Elliott Road Suite 212, Easton, MD 21601 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Paulson Investment Company, Llc | New York | NY | 12/2015 | 10/2019 |
| Drs Wealth Management | Easton | MD | 10/2019 | Present |
| Drs Business Advisors, Llc | Easton | MD | 09/2024 | Present |
| Drs Wealth Management | Easton | MD | 08/2025 | Present |
As an individual insurance broker, selling insurance products independently through a field marketing organization that is investment-related and conducted during securities trading hours. Member of Green Pearl, LLC which is an oyster farm located in Easton, MD. This is a passive activity that I spend approximately one hour per month on. Omni Non-Profit Solutions Agency is located at 8859 Mistletoe Dr., Suite F, Easton, MD 21601. I am a strategic partner in this association. This entity provides an array of services to nonprofit organizations. This takes a nominal amount of time and no compensation is received. DRS Business Advisors, LLC - Easton, Maryland - 09/2024 to Present - Business Exit Planning advisory services - CEO - Non-investment related - about 5 hours per week and ALL during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-27 |
Reach out to this advisor