Best Investors
Account
Sign in
Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Financial Planning, Llc | Rockville | MD | 10/2011 | 05/2017 |
| A&I Dream Island, Llc | Rockville | MD | 07/2008 | 02/2021 |
| Gallant Financial Planning | Rockville | MD | 10/2016 | 12/2024 |
| Donalies Financial Planning, Llc | Washington | DC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-10 |
Reach out to this advisor