Best Investors
Account
Sign in
Best Investors
Account
Sign in
272 Bendix Road Suite 130, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-01-02 |
Branch Locations
272 Bendix Road Suite 130, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthtrak Advisors | Virginia Beach | VA | 01/2019 | Present |
| Wealthtrak Advisors | Virginia Beach | VA | 01/2013 | Present |
| Purshe Kaplan Sterling Investments | Virginia Beach | VA | 07/2014 | Present |
Life Insurance Agent; Is the business investment related: No; Location of the business: 272 Bendix Road, Suite 130 Virginia Beach VA 23452 USA; Description of the business: sale of insurance products; Position Title: Insurance Agent; Start date with business: 1994-09-13; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
Reach out to this advisor