Best Investors
Account
Sign in
Best Investors
Account
Sign in
7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-27 |
| VA | RA | APPROVED | 2016-10-20 |
Branch Locations
7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial | Gainesville | VA | 09/2011 | 10/2016 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 12/2015 | 12/2017 |
| Papa John'S | Linton Hall | VA | 09/2016 | 10/2016 |
| Heritage Financial, Llc | Gainesville | VA | 10/2016 | Present |
| Intelligent Back Office Solutions, Llc | Front Royal | VA | 04/2024 | Present |
Intelligent Back Office Solutions, LLC not investment-related private residence in Front Royal, VA simplified solutions for business transitions Member 04/13/2024 10 hours per week 0 hours during trading Responsible for all business filings and financial records.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2010-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-16 |
Reach out to this advisor