Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-22 |
Branch Locations
225 International Cir Ste 102, Hunt Valley, MD 21030-1389 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
225 International Cir, Ste 102, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Hunt Valley | MD | 01/2016 | 07/2018 |
| Student | College Park | MD | 08/2013 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2015 | 07/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2017 | 07/2018 |
| Mml Investors Services, Llc | Hunt Valley | MD | 07/2018 | 04/2024 |
| Massmutual Life Insurance Co | Hunt Valley | MD | 06/2018 | 04/2024 |
| Lpl Financial | Hunt Valley | MD | 04/2024 | Present |
1) 03/2024 - RBJ Wealth Management, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 03/2024 - FERRIS FARM LLC / Farm / Family-owned / Not Inv. Related / Kennedyville, MD / Start date 03/04/2024 - 1 Hrs per month 3) 03/2024 - Michael Ferris / Non-Variable Insurance / Inv. Related / Hunt Valley, Maryland / Start date 04/22/2024 - 160 Hrs per month - 50 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-08 |
Reach out to this advisor