Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-01-11 |
| MD | RA | APPROVED | 2023-01-11 |
| TX | RA | APPROVED_RES | 2009-03-05 |
Branch Locations
Ellicott City, MD • United States
1800 K St Nw, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 02/2009 | Present |
| Bank Of America, N.A. | Baltimore | MD | 06/2011 | Present |
I*670261For profit or not for profit: Entity For ProfitName of outside business organization: A Brighter Day Behavoiral Health CenterInvestment related: NAddress of business: Jessup, Maryland, 20794Nature of business: Limited Liability CompanyPosition, title, association: Owner,Other, Start date of relationship: 1/1/2022Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Limited partner, Counseling classes and services. I will not perform any duties for the company. I will be a limited partner of the LLC.I*40560For profit or not for profit: For-Profit OrganizationName of outside business organization: DNB Holdings LLCInvestment related: NAddress of business:Ellicott CIty, Maryland 21042Nature of business: LLC,Position, title, association: Limited Partner, Start date of relationship: 4/1/2011Number of hours devoted: 5 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Real Estate Rehabilitation. Select Properties. Approve completed work. 100% owned by meI*386210, Entity Type: Entity For Profit, Name of OBA: PenMar LLC, Address: Pikesville, Maryland 21208, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 04/01/2018, No Hours: 15, No Hours during trading: 0, Duties: LLC for real estate rental properties and investmentsI*3103286Entity Type: Entity CharitableName of OBA: Black leadership CircleAddress: Baltimore, Maryland, 21210Investment Related: NoPosition, Title, Association: OtherEmployee Start Date: 11/01/2025Number of Hours: 5, YearlyNumber of Hours during trading: 0, YearlyDuties: Amplify the voice of black corporate, non-profit, executive leaders in the greater baltimore region Attend 2 meetings per year, participate in community activities I*4556273 Entity Type: Entity For Profit Name of OBA: ICON Foods Address: owings mills, Maryland, 21117 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/01/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: The entity owns a food franchise I will not have any day-to day responsibilities. The business will be run be the general partner. I will be a limited partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-13 |
Reach out to this advisor