Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-04-11 |
| VA | RA | APPROVED | 2016-04-06 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
8115 Maple Lawn Blvd. Suite 350, Fulton, MD 20759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Pointe Wealth Mgmt | Columbia | MD | 01/2008 | Present |
| Scott Legal Group Llc | Columbia | MD | 01/2003 | Present |
Scott Legal Group Title: President Type of Firm: Law firm Start date of relationship: January 2003 # of hours /month -20 hours per month Duties-provide tax and estate planning advisory services. Insurance and fixed product sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-19 |
Reach out to this advisor