Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
| MD | RA | APPROVED | 2025-04-28 |
Branch Locations
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist | Chevy Chase | MD | 07/2021 | 03/2024 |
| Hsbc | Silver Spring | MD | 03/2020 | 07/2021 |
| Wesbanco | Rockville | MD | 08/2019 | 03/2020 |
| Koons Of Silver Spring Inc | Silver Spring | MD | 04/2018 | 08/2019 |
| Wells Fargo Na | Bethesda | MD | 05/2017 | 02/2018 |
| Aramark Food & Support Svc | Washington | DC | 04/2017 | 04/2017 |
| Center Cut Hospitality Inc. | Washington | DC | 10/2016 | 03/2017 |
| Potomac Foods | Gaithersburg | MD | 01/2015 | 10/2016 |
| Century 21 | Rockville | MD | 09/2020 | 02/2022 |
| J.P. Morgan Securities Llc | Bethesda | MD | 04/2024 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Bethesda | MD | 04/2024 | 11/2024 |
| Lindsay Ford | Silver Spring | MD | 03/2018 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 11/2024 | Present |
| Montgomery College | Rockville | MD | 09/2016 | 04/2018 |
| Bank Of America, N.A. | North Bethesda | MD | 01/2025 | Present |
I*2113265, Entity Type, Name of OBA: Rental Property 1 Address: LaurelMaryland20723 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2024 No Hours: 1 Monthly No Hours during trading: 0 Monthly Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-29 |
Reach out to this advisor