Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-01 |
| VA | RA | APPROVED | 2022-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Tysons Corner | VA | 06/2020 | 09/2021 |
| Syracuse University | Syracuse | NY | 08/2016 | 05/2020 |
| Pazzo Pomodoro | Vienna | VA | 05/2019 | 12/2019 |
| Principal Life Insurance Company | Bethesda | MD | 08/2021 | 04/2022 |
| Principal Securities Inc | Bethesda | MD | 08/2021 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria | VA | 05/2022 | Present |
| Bank Of America N.A. | Alexandria | VA | 05/2022 | Present |
OUTSIDE INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 11/16/2021 ADDRESS: Bethesda MD 20817, DESCRIPTION: This is for the sale of DI, LTC, fixed & variable life, fixed & variable annuity, group medical, group insurance and health
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-21 |
Reach out to this advisor