Best Investors
Account
Sign in
23567 Oak View Drive Suite A, California, MD 20619 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
| MD | RA | APPROVED | 2021-07-02 |
Branch Locations
23567 Oak View Drive Suite A, California, MD 20619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Llc | Fort Worth | TX | 02/2016 | 03/2018 |
| First Command Financial Services | Fort Worth | TX | 08/2017 | 04/2018 |
| First Command Financial Services | Honolulu | TX | 02/2016 | 08/2017 |
| Prudential Financial | Bethesda | MD | 06/2018 | 06/2021 |
| Pruco Securities Llc | Bethesda | MD | 06/2018 | 06/2021 |
| Unemployed | Severn | MD | 03/2018 | 05/2018 |
| Na | Severn | MD | 06/2021 | 06/2021 |
| Innovative Wealth Building Llc | California | MD | 06/2021 | Present |
1) Independant licensed insurance agent; Investment related: Yes; Location: 23567 Oak View Drive, Ste, A California MD 20619 United States; Description: Independent insurance agent; Position Title: Member; Responsibilities Duties: From time to time may offer insurance products to advisory clients. ; Start date: 2024-01-26; Hours per month during trading hours: 1; Hours per month outside trading hours: 1. 2) Founder & CEO; NourishHer Health; Investment-related: No; Start date: Nov 2024; NourishHer Health is a non-profit organization; Approximately 10 hours per week outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
Reach out to this advisor