Best Investors
Account
Sign in
Best Investors
Account
Sign in
1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Coral Gables | FL | 06/2012 | Present |
| Sequent Planning, Llc | Gaithersburg | MD | 04/2022 | 10/2025 |
| Iams Wealth Management | Coral Gables | FL | 03/2020 | 03/2021 |
1.) SELF-EMPLOYED/INDEPENDENT CONTRACTOR BROKER OF FIXED INSURANCE PRODUCTS (LIFE, HEALTH, DISABILITY, LONG-TERM CARE, ANNUITIES) AND PROPERTY AND CASUALTY INSURANCE THROUGH VARIOUS INSURANCE COMPANIES.NON INVESTMENT RELATED. 125 HOURS PER MONTH DURING SECURITIES TRADING HOURS. ADDRESS: 9711 WASHINGTONIAN BLVD., SUITE 550, GAITHERSBURG, MD 20878. 2.) Licensed Real Estate Broker - Not Investment Related. Spend less than 10 hours/month with 0 hours/month during securities trading hours. I refer to another real estate agent who shares compensation with me if the referral results in a transaction. 3.) Bridge for Hope, Inc., not investment related, Hollywood, FL, Non-Profit, Board of Directors approximately 10 hours/month with 0 hours/month during securities trading hours, The main function is assisting disabled and ex-offenders through job placement and education.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-02 |
Reach out to this advisor