Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price Investments Services, Inc | Owings Mills | MD | 06/2019 | 05/2022 |
| Aberdeen Proving Grounds Federal Credit Union | Edgewood | MD | 08/2018 | 03/2019 |
| Bank Of America Home Loans | Columbia | MD | 03/2018 | 07/2018 |
| Navy Federal Credit Union | Bel Air | MD | 04/2015 | 02/2018 |
| University Of Maryland University College | Adelphi | MD | 01/2015 | 12/2017 |
| University Of Maryland University College | Adelphi | MD | 01/2018 | Present |
| Truist Investment Services Inc. | Baltimore | MD | 05/2022 | 11/2024 |
| Truist Advisory Services Inc | Baltimore | MD | 05/2022 | 11/2024 |
| Truist Investment Services, Inc | Baltimore | MD | 11/2024 | 02/2026 |
| Truist Advisory Services, Inc | Baltimore | MD | 11/2024 | 02/2026 |
| Truist Investment Services, Inc | Bethesda | MD | 02/2026 | Present |
| Truist Advisory Services, Inc | Bethesda | MD | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-06 |
Reach out to this advisor