Best Investors
Account
Sign in
Best Investors
Account
Sign in
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-01-04 |
Branch Locations
12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Capital Research Llc | Rockville | MD | 01/2001 | Present |
| Wealthspire Advisors | Potomac | MD | 09/2015 | Present |
ALPHA CAPITAL RESEARCH LLC; IT IS INVESTMENT-RELATED; GLASTONBURY, CT.; MANAGING MEMBER; 01/01/2000; THE MAJORITY OF MY TIME IS SPENT ON ACTIVITIES RELATING TO ALPHA CAPITAL; AS ONE OF THREE MANAGING MEMBERS, I AM PARTIALLY RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
Reach out to this advisor