Best Investors
Account
Sign in
Best Investors
Account
Sign in
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-29 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 04/2016 | 03/2017 |
| Guardian Life Insurance Co Of America | New York | NY | 10/2017 | 12/2019 |
| Park Avenue Securities Llc | New York | NY | 10/2017 | 02/2019 |
| The Leaders Group, Inc. | Littleton | CO | 02/2019 | 12/2019 |
| Pruco Securities, Llc | Englewood | CO | 06/2020 | 12/2021 |
| Reeder Insurance Advisors | Englewood | CO | 05/2017 | 06/2020 |
| Atlas Lifestyle Planning Group Llc | Englewood | CO | 12/2021 | 06/2026 |
| Prudential Financial Planning Services | Englewood | CO | 06/2020 | 12/2021 |
| Mdrn Capital, Llc | Englewood | CO | 06/2026 | Present |
1) Licensed insurance agent; Not investment-related; Englewood, CO, 80111; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 2) The Enclave at DTC Home Owner's Association; Not investment-related; Englewood, CO. 80111; Homeowners Association; Board President; 1/1/2026; 20 hours per month; 0 during trading hours; Oversee the functions of the HOA board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-06 |
Reach out to this advisor