Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-04 |
| MD | RA | APPROVED | 2019-06-14 |
Branch Locations
572 Titus Ave, Rochester, NY 14617 • United States
868 102Nd Ave N Suite 301 [Satellite], Naples, FL 34108 • United States
123 S. Washington St. Suite B [Office Of Convenience], Easton, MD 21601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ellicott City | MD | 12/2014 | 06/2019 |
| Wells Fargo Advisors Financial Network, Llc | Baltimore | MD | 06/2019 | Present |
CASTLE WASH LLC, INV RELATED, BALTIMORE, MD,100% OWNERSHIP, START 8/15/2017, 5 HOURS PER MONTH, 5 HOUR DURING TRADING, PARKING GARAGE AND RENTAL UNITS ASSISTING WITH MAINTENANCE AND FINANCES. RENTAL PROPERTY, INV RELATED, BALTIMORE, MD, 50% OWNERSHIP, START 3/30/2019, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, OWNERSHIP OF RENTAL UNIT ASSISTING WITH MAINTENANCE AND FINANCES. RENTAL PROPERTY, INV RELATED, BALTIMORE, MD, 50% OWNERSHIP, START 12/1/2019, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, OWNERSHIP OF RENTAL UNIT ASSISTING WITH MAINTENANCE AND FINANCES. PARKING GARAGE (25 UNITS), INV RELATED, BALTIMORE, MD, 50% OWNERSHIP, START 8/1/2017, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, ASSISTING WITH MAINTENANCE AND FINANCES. HENRY WEALTH MANAGEMENT, LLC, INVT RELATED, BALTIMORE, MD, 100% OWNERSHIP, START DATE 9/1/2019, 40 HRS PER MONTH, 8 HRS DURING TRADING, LLC ASSOCIATED WITH FINET PRACTICE.; HENRY CAPITAL EASTON, LLC; NOT INV. RELATED; EASTON,MD; 50% OWNERSHIP; START DATE 10/03/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1; HOLDS RENTAL PROPERTY. RENTAL PROPERTY -308; INV RELATED; BALTIMORE CITY, MD; RENTAL INCOME INVESTMENT HELD UNDER CASTLEWASH LLC;100% OWNERSHIP; START DATE: 07/20/2017; 5 HRS PER MONTH; 5 HRS DURING TRADING; | RENTAL PROPERTY -307; INV RELATED; BALTIMORE CITY, MD; RENTAL INCOME INVESTMENT HELD UNDER CASTLEWASH LLC;100% OWNERSHIP; START DATE: 07/16/2017; 5 HRS PER MONTH; 5 HRS DURING TRADING; | RENTAL PROPERTY - WASHINGTON; INV RELATED; EASTON ,MD; LLC;50% OWNERSHIP; START DATE: 10/03/2022; 1 HRS PER MONTH; 1 HRS DURING TRADING; | MAGNET CAPITAL ADVISORS LLC; INV RELATED;NAPLES,FL; WEALTH MANAGEMENT COMPANY OWNERSHIP;100% OWNERSHIP; START DATE: 8/3/2026; 40 HRS PER MONTH; 40 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-01 |
Reach out to this advisor