Best Investors Account Sign in
Current Employers
Bastion Fiduciary

Islamorada, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-05
MD RA APPROVED 2025-01-14
TX RA APPROVED 2025-01-14
  • FL RA
    APPROVED
    Since 2025-02-05
  • MD RA
    APPROVED
    Since 2025-01-14
  • TX RA
    APPROVED
    Since 2025-01-14

Branch Locations

Forest Hill, MD • United States

Islamorada, FL • United States

Picket Fence Financial, Llc

2012 Rock Spring Rd., Forest Hill, MD 21050 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
TX RA APPROVED_RES 2015-01-14
  • FL RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2015-01-14

Branch Locations

2706 Alternate Us 19 North, Palm Harbor, FL 34683 • United States

2012 Rock Spring Rd., Forest Hill, MD 21050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Picket Fence Financial, Llc Forest Hill MD 12/2005 Present
Picket Fence Tax Service, Llc Forest Hill MD 01/2015 09/2024
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-17
  • S65 Uniform Investment Adviser Law Examination
    2003-02-17
Designations

View on SEC IAPD

More in Forest Hill, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor