Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-01 |
| MD | RA | APPROVED | 2026-01-01 |
| TX | RA | APPROVED | 2023-12-04 |
| VA | RA | APPROVED | 2022-08-29 |
| NC | RA | APPROVED | 2022-07-14 |
Branch Locations
200 Garrett Street Suite L, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old Dominion Capital Management, Inc. | Charlottesville | VA | 07/2015 | 10/2021 |
| Dixon, Hubard, Feinour & Brown, Inc. | Roanoke | VA | 10/2021 | Present |
| Cary Street Partners Investment Advisory Llc | Richmond | VA | 07/2022 | Present |
NAME: JPB TAX PREPARATION INVESTMENT RELATED: NO ADDRESS: 5442 PARK ROAD, CROZET, VA 22932 NATURE: TAX PREPARATION POSITION: OWNER START DATE: 9/15/2014 HOURS PER MONTH: 5 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: PREPARE TAX RETURNS FOR A LIMITED NUMBER OF LONG TERM CLIENTS. NAME: Shenandoah Region Porsche Club INVESTMENT RELATED: NO ADDRESS: 5442 Park Rd, Crozet, VA 22932 NATURE: Auto Club POSITION: Treasurer HOURS PER MONTH: 2 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: Maintain club books, pay bills, reconcile account
Reach out to this advisor