Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-23 |
| MD | RA | APPROVED | 2021-12-01 |
Branch Locations
10500 Little Patuxent Pkwy Ste 710, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Protiviti, Inc. | Mclean | VA | 06/2017 | 08/2017 |
| Self-Employed | Ellicott City | MD | 06/2014 | 10/2018 |
| Dynamic Capital Consulting, Llc | Ellicott City | MD | 02/2018 | 12/2018 |
| Bfj Financial Group | Columbia | MD | 08/2018 | 08/2020 |
| Wellspring Health, Inc. | Annapolis | MD | 01/2018 | Present |
| Avantax Investment Services, Inc. | Columbia | MD | 12/2019 | 12/2021 |
| Avantax Advisory Services | Columbia | MD | 12/2019 | 12/2021 |
| Bfj Wealth Management, Llc | Columbia | MD | 08/2020 | 12/2021 |
| Lpl Financial, Llc | Columbia | MD | 12/2021 | Present |
1) 12/2021 - Tax Prep/Accounting/CPA - Bell, Frech & Jacobs, LLC - Investment Related - Columbia, MD - Start Date 8/2018 2) 12/2021 - DBA for LPL Business (entity for LPL business) - BFJ Financial Group - Investment Related - 100% - At Reported Business Location(s) - Start Date 8/2018 3) 12/14/2021 - BFJ Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 08/06/2018 - 160 Hours Per Month/8 Hours During Securities Trading 4) 02/20/2026 - Rental Income - Real Estate Rental - Baltimore, MD - Investment Related - Start Date 02/15/2026 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-22 |
Reach out to this advisor