Best Investors
Account
Sign in
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-11-11 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
7204 Glen Forest Drive Suite 308, Richmond, VA 23226 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Townebank Mortgage | Virginia Beach | VA | 05/2017 | 08/2017 |
| Lincoln Financial Advisers | Virginia Beach | VA | 05/2019 | 03/2020 |
| Full-Time Education | Virginia Beach | VA | 07/2012 | 12/2020 |
| Townebank Mortgage | Virginia Beach | VA | 08/2020 | 10/2021 |
| Palladium Partners Llc | Norfolk | VA | 10/2021 | 06/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | 12/2024 |
| Cerity Partners Llc | New York | NY | 01/2025 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
Reach out to this advisor