Glen Edward Frost

Current Employers

Employment History

• 11/2011 → Present
  Frost & Associates, Llc
  Annapolis, MD
• 08/2018 → 10/2022
  Bestgate Wealth Advisors, Llc
  Edgewater, MD
• 11/2016 → Present
  Rcn & Associates, Llc
  Annapolis, MD
• 12/2021 → Present
  Foundation Wealth & Tax Advisors, Llc
  Annapolis, MD
• 03/2016 → 02/2019
  Court Place Advisors Llc
  Annapolis, MD

Previous Registrations

• 2019-06-17 → 2022-11-03
  Bestgate Wealth Advisors, Llc
  Edgewater, MD
• 2016-03-14 → 2019-02-19
  Court Place Advisors Llc
  Ellicott City, MD
  Annapolis, MD

Other Businesses

Glen Frost, President, Member, is also 51% Partner of Maryland Crabs Delivered, LLC, a retail crab business that is non-investment related, located at 401 Sweetbriar Lane Stevensville, MD 21666. Approximately 20 are spent each month (0 hrs during trading) scheduling/picking up deliveries and maintaining accounting records. AS OF 11/1/2016, GLEN BECAME A 33 1/3 MEMBER OF RCN & ASSOCIATES, LLC, A FIRM PROVIDING ACCOUNTING, BOOKKEEPING, AND INCOME TAX PREPARATION SERVICES. THE BUSINESS IS NON-INVESTMENT RELATED. HE IS RESPONSIBLE FOR ASSISTING IN FIRM HUMAN RESOURCE DECISIONS, MONITORING INTERNAL COMPANY RECORDS, CONSULTING ON TECHNOLOGY AND COMPANY IMPROVEMENTS TO OPERATIONS. HE SPENDS APPROXIMATELY 20 HOURS/MONTH TO THE BUSINESS WITH 5 OF THOSE HOURS DURING SECURITY TRADING HOURS. RCN & ASSOCIATES IS LOCATED IN EDGEWATER, MD. Glen Frost is a partner at Kram, Mccarthy, Ayers, Frost, an accounting firm specializing in taxation. 1 hour a month is spent on this activity during trading hours. 2 hours a month are spent on this activity outside of trading hours. 4 percent of his yearly compensation is derived from this activity. Partner in various accounting firms (1) RCN & Associates, LLC (2) Lombardo Ayers & Company, LLC (3) Kram McCarthy Ayers & Frost, LLC (4) Bestgate Tax & Accounting, LLC Other business interests STRATEGIC TAX PLANNING, LLC; OWNER; INVESTMENT RELATED: NO; 839 BESTGATE ROAD #400A ANNAPOLIS MARYLAND 21401 USA; TAX PLANNING AND SERVICES; UPPER MANAGEMENT OF FIRM ACTIVITIES;2022-03-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 8;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 8;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 25. Glen Edward Frost is the owner of Frost Tax Controversy Group; Investment Related: No; Location: 839 Bestgate Road, Suite 400 Annapolis Maryland 21401; Description of the business: Tax preparation; Responsibilities Duties: Managing Partner; Start date with business: 2021-11-17; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1. Glen Edward Frost is a Member/Partner of EFG CPA & Associates; Investment Related: No; Location: 209 Magothy Bridge Road Pasadena Maryland 21122; Description of the business: Tax Preparation; Responsibilities Duties: Strategic Advisor; Start date with business: 2014-01-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2. Glen Edward Frost is a Co-Owner of Approachable Systems; Investment related: No; Location: 839 Bestgate Road, Suite 400 Annapolis Maryland 21401; Description of the business: Marketing Consultants; Responsibilities Duties: Executive Management; Start date with business: 2021-05-05; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-16

Designations