Best Investors
Account
Sign in
Chesapeake, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Blue Wealth Llc | Chesapeake | VA | 09/2025 | Present |
| The Chartis Group | Chicago | IL | 10/2023 | Present |
| Cognizant Technology Solutions | Teaneck | NJ | 06/2021 | 09/2023 |
| Deloitte Consulting | Arlington | VA | 06/2019 | 05/2021 |
| Colonade Club | Charlottesville | VA | 12/2018 | 05/2019 |
| Deloitte Consulting | Arlington | VA | 06/2018 | 08/2018 |
| University Of Virginia Health System | Charlottesville | VA | 06/2017 | 08/2017 |
| University Of Virginia | Charlottesville | VA | 08/2012 | 05/2019 |
1) The Chartis Group; Not investment-related; Chesapeake, VA. 23323; Healthcare Consulting Company; Consultant; 10/2/2023; 190 hours per month; 130 during trading hours; Supporting strategic planning and partnership diligence efforts for healthcare delivery to clients primarily in the oncology space
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
Reach out to this advisor