Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED_RES | 2026-08-17 |
Branch Locations
3535 University Blvd W, Kensington, MD 20895 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-18 |
| VA | RA | APPROVED | 2022-05-18 |
Branch Locations
5175 Parkstone Drive Ste 200, Chantilly, VA 20151 • United States
1024 St Nicholas Dr, Waldorf, MD 20603 • United States
5440 Cherokee Avenue, Ste. 200, Alexandria, VA 22312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Urban Homes Realty | Bowie | MD | 11/1997 | 05/2022 |
| Transamerica Financial Advisors, Inc | Bowie | MD | 01/2018 | 08/2019 |
| Raymond James Financial Services Inc. | Rockville | MD | 08/2016 | 08/2017 |
| Transamerica Agency Network | Bowie | MD | 10/2017 | 08/2019 |
| Cuna Mutual Group | Waverly | IA | 10/2019 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2019 | 05/2022 |
| Lpl Financial Llc | Waldorf | MD | 05/2022 | 08/2026 |
| Raymond James Financial Services Inc. | Kensington | MD | 08/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Kensington | MD | 08/2026 | Present |
| Lafayette Credit Union | Kensington | MD | 08/2026 | Present |
| Lafayette Private Wealth | Kensington | MD | 08/2026 | Present |
(1) Name of Business: Urban Homes Realty Address: 500 Kerby Hill Road, Fort Washington, MD, 20744, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/09/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-28 |
Reach out to this advisor