Best Investors
Account
Sign in
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
| MD | RA | APPROVED | 2023-01-03 |
Branch Locations
3301 Bonita Beach Road Suite 107, Bonita Springs, FL 34134 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
210 Allegheny Avenue, Fourth Floor, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maryland Capital Managment, Llc | Towson | MD | 11/2004 | 12/2022 |
| Cerity Partners Llc | New York | NY | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-12 |
Reach out to this advisor