Best Investors
Account
Sign in
Best Investors
Account
Sign in
1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-28 |
| OH | RA | APPROVED | 2022-01-25 |
| NC | RA | APPROVED | 2022-01-19 |
| TX | RA | APPROVED | 2022-01-19 |
Branch Locations
1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States
Downingtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2003 | 04/2021 |
| Olio Financial Planning | Mclean | VA | 04/2021 | Present |
1. Advisers Give Back program; investment-related; started in June 2023; provides pro bono financial planning; none during trading hours. 2. Talbott Bookkeeping Services; not investment-related; owner; started in February 2024; provide general bookkeeping services such as setting up chart of accounts, categorizing transactions, analyzing spending/expenses/profitability, etc., producing reports, reconciling accounts, and organizing finances; none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-16 |
Reach out to this advisor