Best Investors
Account
Sign in
Best Investors
Account
Sign in
1939 Roland Clarke Place Suite 350, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
1939 Roland Clarke Place Suite 350, Reston, VA 20191 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Vienna | VA | 07/2016 | 03/2019 |
| Bank Of America,N.A. | Vienna | VA | 02/2017 | 03/2019 |
| Charles Schwab & Co., Inc. | Alexandria | VA | 06/2019 | 03/2022 |
| Legacy Wealth Management Inc. | Manassas | VA | 08/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Vienna | VA | 11/2016 | 03/2019 |
| Unemployed | Falls Church | VA | 03/2022 | 08/2023 |
| Legacy Associates Inc. | Manassas | VA | 08/2023 | Present |
| Investology Inc | Reston | VA | 02/2026 | Present |
Name:BKAT Group LLC, not Investment Related, 6551 Dearborn Dr Falls Church, VA 22044. Business Consulting services President 1/1/2024 50 hrs a month, advising businesses on how to efficiently manage their workflow process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-05 |
Reach out to this advisor