Best Investors Account Sign in
Claim This Profile
Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-30
  • MD RA
    APPROVED
    Since 2024-10-30

Branch Locations

Baltimore, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Pikesville MD 07/2014 12/2017
Five Doors Pikesville MD 09/2018 10/2019
Er4Re, Llc Baltimore MD 06/2013 Present
Freedom Calls, Llc Baltimore MD 06/2022 Present
Fiduciary Financial Advisors Grand Rapids MI 10/2024 Present
  • 07/2014 → 12/2017
    Legacy
    Pikesville, MD
  • 09/2018 → 10/2019
    Five Doors
    Pikesville, MD
  • 06/2013 → Present
    Er4Re, Llc
    Baltimore, MD
  • 06/2022 → Present
    Freedom Calls, Llc
    Baltimore, MD
  • 10/2024 → Present
    Grand Rapids, MI
Other Businesses

Member, Advisory Board, Alchemy of Money (www.AlchemyofMoney.co) - less than 2 hours per month Investor, Greater Maryland Title, LLC - less than 2 hours per month Investor, Kasa LLC - less than 2 hours per month Investor, NightRider Inc - less than 2 hours per moth Business Consultant, Private practice - approximately 20 hours per month Hold real estate license in Maryland - less than 2 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-23
  • S65 Uniform Investment Adviser Law Examination
    2024-05-23

View on SEC IAPD

More in Baltimore, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor