Best Investors
Account
Sign in
Best Investors
Account
Sign in
1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-08-26 |
Branch Locations
1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Richmond | VA | 06/2014 | 03/2018 |
| Bjs Whole Sale Club | Bowie | MD | 01/2017 | 09/2017 |
| Mutual Of Omaha | Richmond | VA | 03/2018 | 08/2019 |
| Mutual Of Omaha Insurance Company | Richmond | VA | 03/2018 | Present |
| Acorn Financial Advisory Services, Inc. | Reston | VA | 08/2019 | Present |
1) Insurance Agent - Start Date: 01/2016 - Non-investment Related - Insurance lines of business: Heath/Life - Hours/per week during trading hours: 40 2) MORTGAGE LOAN ORIGINATOR; AMERICAN MORTGAGE INC; INVESTMENT RELATED: NO; 720 MOORFIELD PARK DR. SUITE 300 MIDLOTHIAN VA 23236 US; ASSISTING SECURE LOANS FOR HOME BUYERS; START DATE: 2022-02-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 15; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 15; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 30;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-09 |
Reach out to this advisor