Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2023-11-14 |
| TX | RA | APPROVED | 2023-05-30 |
| VA | RA | APPROVED | 2023-05-02 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Reston, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Oakdale | MN | 06/2014 | 09/2017 |
| Triad Advisors | Norcross | GA | 01/2018 | 02/2018 |
| Chepenik Financial | Winter Park | FL | 11/2017 | 02/2018 |
| Resource Investment Advisors | Leawood | KS | 11/2017 | 02/2018 |
| Rbc Capital Markets, Llc. | Vienna | VA | 02/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-24 |
Reach out to this advisor