Best Investors
Account
Sign in
1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-13 |
| MD | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 12/2005 | 03/2022 |
| Cais Capital Llc | New York | NY | 04/2022 | 07/2023 |
| T. Rowe Price | Baltimore | MD | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-02 |
Reach out to this advisor