Best Investors
Account
Sign in
Charlottesville, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-08 |
| CO | RA | APPROVED | 2025-10-08 |
| FL | RA | APPROVED | 2025-10-08 |
| VA | RA | APPROVED | 2015-01-19 |
| TX | RA | APPROVED_RES | 2012-10-06 |
| IL | RA | APPROVED | 2005-10-07 |
Branch Locations
Charlottesville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Wealth Management, Llc | Springfield | IL | 10/2005 | Present |
| United Airlines | Chicago | IL | 09/1997 | Present |
The name of the other business: United Airlines Whether the business is investment-related: NO Address: 77 W. Wacker, Chicago, IL 60601 The nature of the other business: Aviation Your position, title, or relationship with the other business:Flight Officer The start date of your relationship: 9/29/1997 The approximate number of hours/month you devote to the other business: 6 days/ Month The number of hours you devote to the other business during securities trading hours:6 days/ Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-09 |
Reach out to this advisor