Best Investors
Account
Sign in
3 Bethesda Metro Center Suite 650, Bethesda, MD 20814-6336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2006-02-02 |
Branch Locations
4520 East West Highway Suite 400, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mv Capital Management, Inc. | Bethesda | MD | 02/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2006 | Present |
| Mv Financial Group | Bethesda | MD | 10/2002 | Present |
1)MV CAPITAL MANAGEMENT, INC. INVESTMENT RELATED, 4520 EAST WEST HIGHWAY, SUITE 400, BETHESDA MD 20814, RIA, FINANCIAL ADVISOR, 02/2006, 120 HOURS/MONTH, 100 HOURS DURING TRADING HOURS, ADVISORY SERVICES. 2)MV FINANCIAL GROUP, INVESTMENT RELATED, 4520 EAST WEST IGHWAY, SUITE 400, BETHESDA MD 20814, INSURANCE BROKERAGE (FIXED, LIFE, DI, HEALTH,GROUP), AGENT, 10/2002, 20 HOURS/MONTH-ALL DURING TRADING HOURS, AGENT-SALES. ALSO THROUGH MV FINANCIAL GROUP, BUSINESS CONSULTING, START 2/04, 4 HOURS/MONTH, 0 DURING TRADING HOURS, CONSULTANT. STARTING 1/2007, MV FINANCIAL GROUP WILL INCLUDE EXIT PLANNING.POSITION:CONSULTANT,10 HRS./MO.,5 HRS DURING TRADING. DUTIES: PROSPECTING FOR CLIENTS, TAKING CLIENTS THROUGH THE EXIT PLANNING PROCESS, AND SERVICING EXISTING CLIENTS GAMBRINUS STEIN CLUB; NO PERMANENT ADDRESS; SOCIAL, NOT FOR PROFIT ORGANIZATION; NOT INVESTMENT RELATED; TREASURER; NOMINATED ON 2/10/08; 5 HRS/ MONTH, NO TRADING HRS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-06 |
Reach out to this advisor