Best Investors
Account
Sign in
Best Investors
Account
Sign in
Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-07-15 |
| CA | RA | APPROVED | 2026-07-08 |
Branch Locations
San Francisco, CA • United States
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Asset Management, Llc | Clayton | MO | 08/2016 | 07/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | 06/2026 |
| Values Added Financial, Llc | Washington | DC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-27 |
Reach out to this advisor