Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-24 |
| VA | RA | APPROVED | 2022-04-13 |
Branch Locations
1101 Wootton Parkway Suite 920, Rockville, MD 20852 • United States
Woodbridge, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaplan Financial Group | Rockville | MD | 06/2021 | 12/2023 |
| George Mason University | Fairfax | VA | 10/2014 | 05/2021 |
| Commonwealth Financial Network | Rockville | MD | 01/2024 | Present |
1. Host, District Trivia; Located in Woodbridge, VA as of 11/5/2021; 0% time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; as of 2/27/2025; 50% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-12 |
Reach out to this advisor