Best Investors
Account
Sign in
1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Crofton | MD | 02/2020 | 12/2020 |
| Homemaker | Severna Park | MD | 06/2019 | 01/2020 |
| Navy Marine Corps Relief Society | Washington Navy Yard | DC | 09/2016 | 05/2019 |
| The Prudential Insurance Company Of America | Crofton | MD | 10/2020 | 12/2020 |
| Cape Securities, Inc | Hanover | MD | 03/2021 | 12/2022 |
| Cape Investment Advisory, Inc | Hanover | MD | 03/2021 | Present |
| American Global Wealth Management, Inc. | Mcdonough | GA | 01/2023 | Present |
TRUECHOICE FINANCIAL GROUP/LONG TERM CARE INSURANCE GROUP (LCTG) POSITION: Financial Advisor since 3/8/2021 involves sale of LTC insurance, fixed annuities, term life insurance and universal life insurance products; ADDRESS: 400 Highway 169 South, Suite 200 St. Louis Park, MN 55426; INVESTMENT RELATED: Yes; NUMBER OF HOURS DURING TRADING: 2-3; NUMBER OF HOURS OUTSIDE TRADING: 2-3 BENEFITS ADVISER GEBA (GOVERNMENT EMPLOYEE BENEFITS ASSOCIATION) AND GEMBA (GOVERNMENT EMPLOYEE MUTUAL BENEFITS ASSOCIATION), 40 HOURS/WEEK, ALL SECURITIES BUSINESS PLACED TROUGH CAPE BROKER/DEALER OR CAPE IA THE MILNER GROUP 922A HURRICAN SHOALS ROAD LAWRENCEVILLE, GA 30043; INSURANCE AGENT SINCE 2/2023; LIFE INSURANCE AND FIXED ANNUITIES PRODUCTS; 10 PER MONTH WITH ALL DURING TRADING HOURS; INVESTMENT RELATED. NOTARY FOR THE STATE OF MARYLAND SINCE 11/12/2024: PROVIDE NOTARY SERVICES ON AN AS NEEDED BASIS AS A FREE SERVICE FOR GEBA MEMBERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-29 |
Reach out to this advisor