Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-09 |
| MD | RA | APPROVED | 2019-03-02 |
Branch Locations
1906 Towne Centre Blvd Suite 375, Bldg #4, Annapolis, MD 21401-3686 • United States
Severna Park, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 12/2012 | 01/2019 |
| Rbc Capital Markets, Llc. | Annapolis | MD | 02/2019 | Present |
| City National Bank | Annapolis | MD | 12/2021 | Present |
(1) NAME OF ENTITY: Maryland SPCA, Inc. ADDRESS: 3300 Falls Road, Baltimore, MD 21211 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: To improve the lives of pets and people in the community CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 07/01/22 DUTIES: Oversee the fiscal affairs of the organization by reviewing initial drafts of all finance-related materials prior to submission to the executive committee or Board of Directors. Annual budgeting as well as any matters relating to the investment portfolio fall under the Finance Committee's purview. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: Shore Acres Improvement Association ADDRESS: 974 Magothy Ave, Arnold, MD 21012 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Community improvement association responsible for maintaining our community's beautiful amenities CAPACITY: Board of Directors * START DATE: 11/30/22 DUTIES: Assist with preparing an annual budget and determine appropriate use of capital. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 3) NAME OF ENTITY: Anne Arundel Estate Planning Council ADDRESS: 900 Bestgate Rd, Suite 400, Annapolis, MD, 21401 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 01/01/2025 CAPACITY: Committee/Council Member DUTIES: Provide opportunities for wealth and estate planning professionals from various disciplines to interact, share ideas and build relationships that will allow them to better serve their clients and the community. As the sponsorship chair, I am also responsible for developing financial sustainability for the council through sponsorships. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-11 |
Reach out to this advisor