Best Investors
Account
Sign in
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-06 |
| VA | RA | APPROVED | 2024-07-09 |
Branch Locations
6710 Professional Parkway Suite 203, Sarasota, FL 34240 • United States
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edwards Jones | Harrisonburg | VA | 08/2021 | 05/2022 |
| Sunken Well Tavern | Fredericksburg | VA | 06/2021 | 07/2021 |
| James Madison University | Harrionburg | VA | 08/2020 | 12/2020 |
| Nova Elite Field Hockey Club | Stafford | VA | 08/2016 | 07/2019 |
| Harmony At Falls Run | Fredericksburg | VA | 01/2019 | 06/2019 |
| Well Enough, Inc | Fredericksburg | VA | 05/2021 | 05/2021 |
| J. P. Morgan Securities Llc | Plano | TX | 07/2022 | 01/2024 |
| Unemployed | Stafford | VA | 08/2019 | 07/2020 |
| Unemployed | Stafford | VA | 06/2022 | 06/2022 |
| Unemployed | Stafford | VA | 01/2021 | 04/2021 |
| Cary Street Partners | Fredericksburg | VA | 02/2024 | 07/2026 |
| Cary Street Partners | Sarasota | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-19 |
Reach out to this advisor