Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED_RES | 2023-06-21 |
| MD | RA | APPROVED | 2017-05-30 |
Branch Locations
100 East Main Street Suite 500C, Salisbury, MD 21801 • United States
1831 First Drive Unit J, Annapolis, MD 21401 • United States
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Salisbury | MD | 09/2012 | Present |
| Nylife Securities Llc | Salisbury | MD | 09/2012 | Present |
| Atlantic Financial Group, Llc | Salisbury | MD | 01/2013 | 10/2016 |
| Eagle Stragies Llc | Salisbury | MD | 05/2017 | Present |
| Avenue Wealth Management Llc D/B/A Avenue Wealth | Annapolis | MD | 12/2019 | Present |
| W. Rogers & Associates | Annapolis | MD | 05/2020 | 10/2024 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products and through CareFirst Blue Cross Blue Shield; 121 Davis St, Salisbury, MD 21804; Start Date 12/2015; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [rental property; rental property that will generate some rental income.; 144 nina lane, fruitland MD 21826; Start Date 06/2016; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [MEA Financial, LLC; This entity is used to provide payroll for support staff and expenses for the practice; 100 E. Main St ste 500c, Salisbury, MD 21801; Start Date 01/2018; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AVENUE WEALTH MANAGEMENT LLC D/B/A AVENUE WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ANNAPOLIS, MD; START DATE: 12/2019] [JCDVMA Properties LLC; Vacation rental. 709 baltimore Ave Ocean City MD. 21841; 100 E. Main St Ste 500c Salisbury Md 21801; Start Date 03/2022; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; purchase real estate][The Council of Unit Owners of Forest Office Park Condominium Inc. ; Board member on HOA of business office complex; 1831 Forest Drive Suite A. Annapolis MD 21491; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-31 |
Reach out to this advisor