Best Investors
Account
Sign in
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-06-10 |
| MD | RA | APPROVED | 2025-05-21 |
Branch Locations
800 Connecticut Avenue, Nw Floor 3, Suite 315, Washington, DC 20006 • United States
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc | Washington | DC | 05/2019 | 05/2025 |
| First Republic Securities Company, Llc | Washington | DC | 03/2023 | 09/2023 |
| Merrill Lynch | Washington | DC | 06/2018 | 05/2019 |
| Bank Of America | Washington | DC | 01/2018 | 06/2018 |
| Bank Of America | Manchester | NH | 05/2014 | 01/2018 |
| J.P. Morgan Securities Llc | Washington | DC | 09/2023 | 05/2025 |
| Gc Wealth Management Ria, Llc | Washington | DC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
Reach out to this advisor