Best Investors
Account
Sign in
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-03 |
Branch Locations
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Paul's High School | Brooklandville | MD | 11/2010 | 09/2016 |
| Kenyon College | Gambier | OH | 09/2016 | 05/2020 |
| Greenspring Advisors, Llc | Towson | MD | 06/2020 | 09/2022 |
| Wms Partners, Llc | Towson | MD | 09/2022 | 01/2025 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-11 |
Reach out to this advisor