Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-07 |
| MD | RA | APPROVED | 2020-12-21 |
| DC | RA | APPROVED | 2020-03-19 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Xvi Concierge | Alexandria | VA | 02/2014 | 03/2017 |
| Foresters Financial Services | Silver Spring | MD | 08/2016 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 10/2019 | Present |
| Unemployed | Silver Spring | MD | 07/2019 | 09/2019 |
| Bank Of America, N.A. | Washington | DC | 12/2019 | Present |
I*128112For profit or not for profit: For-Profit OrganizationName of outside business organization: Consumer Direct Care NetworkInvestment related: NAddress of business:Richmond, Virginia 23230Nature of business: General Partnership,Position, title, association: Other, Care AgentStart date of relationship: 10/31/2015Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: The position is listed as a Care Agent. I personally do not commit any hours/services towards the tasks. My great-grandmother is an elderly lady apart of this program, and my grandmother is her primary and sole care giver.I*: 2724263Entity Type: Entity CharitableName of OBA: Bright BeginningsAddress: Washington, District of Columbia, 20032Investment Related: NPosition, Title, Association: Board MemberEmployee Start Date: 09/30/2025No Hours: 20hrs/monthlyNo Hours during trading: 0Duties: Provide children and families in the District the support/resources to thrive and increase their standard of living. serve of board of directors I*2786301 Entity Type: N/A Name of OBA: Rental Property 1 Address:Danville Virginia Investment Related:No Position, Title, Association:Sole owner Start Date:08/25/2025 No Hours: 10 Yearly No Hours during trading:0 Duties:Rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-01 |
Reach out to this advisor