Best Investors
Account
Sign in
Best Investors
Account
Sign in
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-16 |
| TX | RA | APPROVED_RES | 2022-01-03 |
| VA | RA | APPROVED | 2019-02-01 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Clifton, VA • United States
10306 Eaton Place Suite 230, Fairfax, VA 22030 • 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 |
|---|---|---|---|---|
| Xml Securities, Llc (Formerly Lara, May & Associates, Llc) | Fairfax | VA | 02/2009 | Present |
| Xml Financial, Llc | Bethesda | MD | 02/2019 | Present |
(1) (2/2019) BR Financial Associates Management Company, LLC, equity member, located at XML headquarters, management company for XML Financial Group and XML Securities, 40hrs/month/trading. (2) (8/2005) Insurance producer agent, XML Securities business location, 1Hr/month/trading. (3) (8/2019) CC Management, sole proprietor, entity for tax purposes for management fees of BR Financial Associates Management Company, LLC, 0 Hr/month/trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-05 |
Reach out to this advisor