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Walkersville, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-27 |
| MD | RA | APPROVED | 2025-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Squire, Lemkin + Company, Llp | Rockville | MD | 01/2016 | 12/2019 |
| Bestgate Tax & Accounting Advisors, Llc | Frederick | MD | 01/2020 | 06/2025 |
| Bestgate Wealth Advisors, Llc | Frederick | MD | 01/2023 | 06/2025 |
| Aaa Advisory Llc | Walkersville | MD | 02/2023 | Present |
| Bestgate Tax & Accounting Advisors, Llc | Frederick | MD | 06/2025 | Present |
Name: Bestgate Tax & Accounting Advisors, LLC. Investment-Related: No. Address: 5100 Buckeystown Pike, Suite 290, Frederick, MD 21704. Nature: Tax and Accounting. Position: Tax Consultant. Start Date: May 2025. Approximate hours per month: 64. Approximate hours during securities trading hours: 0. Duties: Tax review and preparation of income tax returns. Name: Financial Planning Association of Maryland. Investment-Related: Yes. Address: 23 Aigburth Rd, Towson, MD 21286. Nature: Association dedicated to developing and supporting financial planning professionals. Position: Member, Treasurer, and Secretary. Start Date: January 2026. Approximate hours per month: 4. Approximate hours during securities trading hours: Typically none. Duties: Responsible for financial oversight, including serving as an authorize signatory on bank accounts and making limited decisions regarding cash management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-27 |
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