Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Financial Group | Reston | VA | 04/2018 | 09/2018 |
| Thinkfast Sports | Mclean | VA | 07/2009 | 04/2018 |
| Royal Alliance | Mclean | VA | 09/2018 | 02/2019 |
| Royal Alliance | Mclean | VA | 02/2019 | 08/2019 |
| Massmutual Life Insurance Co | Rockville | MD | 05/2019 | 10/2021 |
| Mml Investors Services, Llc | Rockville | MD | 09/2019 | 10/2021 |
| Osaic Wealth, Inc. | Arlington | VA | 10/2021 | Present |
1. FUTUREPLAN KEY ADVISOR COUNCIL POSITION: Council Member NATURE: Board position for a Third Party Administrator. My responsibility is to provide strategic business advice. The position is not compensated. Travel for meetings is reimbursable. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2024 ADDRESS: 200 Dryden Rd, Suite 3500, Dresher PA 19025, United States DESCRIPTION: Board position for a Third Party Administrator. My responsibility is to provide strategic business advice. The position is not compensated. Travel for meetings is reimbursable. 2. JONATHAN GREENWICH POSITION: Independent Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/22/2021 ADDRESS: 215 N Payne St, Alexandria VA 22314, United States DESCRIPTION: Sale of insurance products 3. THINKFAST SPORTS, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2012 ADDRESS: 2076 Hunting Creek Ct, Alexandria VA 22303, United States DESCRIPTION: Sports and performance training for athletes 4. VIRTUS CAPITAL POSITION: Founder and Managing Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 03/21/2022 ADDRESS: 215 N Payne St, Alexandria VA 22314, United States DESCRIPTION: Investment management, financial planning, insurance products, and investment advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-14 |
Reach out to this advisor