Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-15 |
| VA | RA | APPROVED | 2025-10-14 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Berryville, VA • United States
1818 Library St Suite 500, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Gaithersburg | MD | 01/2011 | 11/2017 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 11/2012 | 11/2017 |
| Massmutual | Vienna | VA | 10/2017 | 08/2021 |
| Mml Investors Services | Vienna | VA | 07/2018 | 08/2021 |
| Commonwealth Financial Network | San Diego | CA | 08/2021 | 10/2025 |
| Horizon Advisory Group | Reston | VA | 08/2021 | Present |
| Savvy | Berryville | VA | 10/2025 | Present |
1. ASH Brokerage. Investment-related. Insurance sales. Insurance Broker. 08/13/2021. 25% of time during business hours. Life, disability, and long term care insurance sales. 2. Alera Group. Investment-related. Group benefit design. Broker. 10/01/2018. 0 hours/month. 0 hours during securities trading hours. Employee benefit design - group health, life and disability. 3. Simplicity Group. Investment-related. Selling insurance. Insurance Broker. 10/13/2025. 25% of time during business hours. Annuities and life, disability and long term care products. 4. neXco National. Not investment-related. Business to Business Networking. Co-Chair of Events and Partner. 05/01/2023. 5% of time during business hours. B2B national networking organization with 24 chapters currently that meet on Zoom and occasional in person event. 5. Profits & Pours with Stephanie. Not investment-related. Founder. 5/10/2023. 8 hours/month. 0 during securities trading hours. Invite panelists and attendees to have an interactive panel discussion around a particular topic. Divide panels into Operations, Legal and Financial. Either Emcee the event or participate as a panelist and address exit planning topics. Each panelist is required to bring in attendees. Goals is to gain new clients. I charge the attendees and panelists for the event and if any proceeds are leftover I donate them to charity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-02 |
Reach out to this advisor