Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buttonwood Financial Advisors | Baltimore | MD | 01/2018 | 08/2018 |
| Lutherville-Timonium Recreation Council | Timonium | MD | 06/2016 | 01/2019 |
| Church Of The Nativity | Timonium | MD | 04/2013 | Present |
| Baltimore Premier Event Solutions | Middle River | MD | 11/2018 | 01/2019 |
| Sc&H Financial Advisors, Inc. | Sparks | MD | 09/2021 | 08/2022 |
| Valic Financial Advisors | Linthicum | MD | 05/2019 | 09/2021 |
| Valic Financial Advisors | Linthicum | MD | 01/2019 | 05/2019 |
| Morgan Stanley | Lutherville | MD | 10/2022 | 08/2023 |
| Williams Asset Management | Columbia | MD | 08/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | 10/2024 |
| Lpl Financial Llc | Fort Mill | SC | 12/2024 | Present |
1) 12/16/2024- Church of the Nativity - Contracted Pianist- Outside/W-2 Employment NonProfit- Contracted Pianist at Church of the Nativity. Plays piano for various religious services on the weekends.- Not INV Related- At reported business location(s)- Start date 11/30/2024- 32 HRS MTH 2) 12/16/2024- Piano Instructor- Outside/W-2 Employment- Not INV Related- Home based- Start date 11/30/2024- 4 HRS Per MTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-17 |
Reach out to this advisor