Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-18 |
| MD | RA | APPROVED | 2024-06-11 |
Branch Locations
11333 Mccormick Rd Ci Client Management, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 07/2020 | 04/2022 |
| Ulman Foundation | Baltimore | MD | 10/2018 | 07/2020 |
| Cycling Sports Group | Wilton | CT | 06/2018 | 10/2018 |
| University Of New Hampshire | Durham | NH | 09/2014 | 05/2018 |
| Nike | Kittery | ME | 09/2017 | 03/2018 |
| Baltimore-Washington Financial Advisors, Inc. | Columbia | MD | 04/2022 | 12/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 05/2024 | Present |
| Student | Timonium | MD | 12/2023 | 05/2024 |
| Bank Of America, N.A. | Hunt Valley | MD | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-01 |
| S66 | Uniform Combined State Law Examination | 2021-05-10 |
Reach out to this advisor