Best Investors
Account
Sign in
185 Neff Avenue Suite 102, Harrisonburg, VA 22801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-08 |
| VA | RA | APPROVED | 2024-05-07 |
Branch Locations
185 Neff Avenue Suite 102, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentara Healthcare | Harrisonburg | VA | 09/2019 | Present |
| Byerly Wealth Management | Mt. Solon | VA | 01/2007 | 03/2021 |
| Capitol Family Office, Inc. | Beaverton | OR | 03/2021 | 05/2024 |
| Strategent Financial, Llc | Harrisonburg | VA | 05/2024 | Present |
1) Group Fitness Instructor; Sentara Wellness Center Harrisonburg, VA; not investment related; started Sept. 2019; approximately 5 hours per month outside securities trading hours. 2) Committee Member; Town of Bridgewater, Virginia - Industrial Development Authority (IDA); Investment Related: Yes; Location: 201 Green Street Bridgewater, VA 22812; Description of the business: The Industrial Development Authority (IDA) consists of 7 Town residents that help evaluate industrial development projects and opportunities. The committee has the authority to issue bonds, make loans, and purchase real estate to promote economic development. The bonds issued generate a small amount of revenue, which is used to fund capital projects around town. The Committee typically meets twice a year. Start date 2021-01-01; Hours devoted to business outside trading hours: approximately 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-12 |
Reach out to this advisor