Best Investors
Account
Sign in
1355 Beverly Rd Suite 310, Mclean, VA 22101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-07 |
| VA | RA | APPROVED | 2018-10-08 |
Branch Locations
1355 Beverly Rd Suite 310, Mclean, VA 22101 • United States
Nokesville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mclaughlin Ryder Investments, Inc. | Alexandria | VA | 02/2012 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| 4J Wealth Management | Mclean | VA | 09/2018 | Present |
1. 4J Wealth Management. Investment Related. At registered location. RIA. Partner. 9/2018. 160 hours per month, all during trading. Financial planning, manage portfolios, client advice. 2. Independent Insurance Agent. Investment-related. At registered location. Fixed/Traditional Insurance. Start date 02/2012. Approximately 2 hours per month, all during securities trading hours. Provide insurance advice based on needs of clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-18 |
Reach out to this advisor