Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-03 |
| FL | RA | APPROVED | 2020-01-02 |
| MD | RA | APPROVED | 2019-03-01 |
Branch Locations
2350 W Joppa Rd Greenspring Center, Lutherville, MD 21093 • United States
117 N Braddock St [Vx-Rbo], Winchester, VA 22601 • United States
117 N Braddock St Ste 100, Winchester, VA 22601 • United States
13200 Fountain Head Plz, Ste 102 Fountainhead One, Hagerstown, MD 21742 • United States
70 Main St Ste 31, Warrenton, VA 20186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Baltimore | MD | 06/2009 | 03/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2019 |
| Wells Fargo Clearing Services Llc | Lutherville | MD | 03/2019 | Present |
RAW LAND, INVT RELATED, OAKLAND, MD, 100% OWNERSHIP WITH SPOUSE, START 9/27/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, RAW LAND INVESTMENT OWNER.; TRUSTEE FOR BROTHER, INV RELATED, PARKVILLE, MD, START 3/8/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.; HBO; NOT INV. RELATED; BALTIMORE,MD; BACKGROUND ACTOR; START 9/29/2021; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 4; CAR ON TV SHOOT.; RENTAL PROPERTY, INV RELATED, OAKLAND, MD, 100% OWNERSHIP WITH SPOUSE, START 5/15/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.; PERSONAL REP FOR BROTHER, INV RELATED, PARKVILLE, MD, START: 7/29/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
Reach out to this advisor