Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-20 |
Branch Locations
1000 Bestgate Rd Ste 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Linthicum | MD | 08/2015 | 01/2017 |
| Wells Fargo Bank, Na | Alexandria | VA | 09/2018 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 10/2018 | 04/2021 |
| Pension Benefit Guaranty Corporation | Washington | DC | 11/2016 | 03/2017 |
| First Home Mortgage Corporation | Dunkirk | MD | 04/2017 | 02/2018 |
| Bay Capital Mortgage Company | Annapolis | MD | 02/2018 | 08/2018 |
| M & T Securities, Inc | Prince Frederick | MD | 04/2021 | 06/2021 |
| Lpl Financial Llc | Deale | MD | 06/2021 | 04/2022 |
| Lpl Financial Llc | Deale | MD | 06/2021 | 04/2022 |
| First National Bank Of Pa | Annapolis | MD | 03/2023 | 04/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2024 | 04/2026 |
| Cetera Investment Advisers Llc | Annapolis | MD | 04/2024 | 04/2026 |
| M&T Securities, Inc. | Prince Frederick | MD | 03/2021 | 04/2022 |
| M&T Realty Capital Corporation | Baltimore | MD | 04/2022 | 03/2023 |
| Lpl Financial | Annapolis | MD | 04/2026 | Present |
1. 04/2026 - Charter Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 04/20/2026 2. 04/2026 - William Patriarca - Non-Variable Insurance - Investment Related - 05 Hrs/Mth - 05 Hrs During Trading - Annapolis, MD 21401 - OBA Start Date: 04/20/2026 3. 04/2026 - RMC Wealth Advisors, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - Edgewater, MD 21037 - OBA Start Date: 04/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-29 |
Reach out to this advisor