Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 W. Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-04 |
Branch Locations
1 W Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED_RES | 2025-01-29 |
Branch Locations
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A.L. Stuart Investments, Llc | Stamford | CT | 08/2012 | 06/2017 |
| Warisan Capital Management Llc | Stamford | CT | 06/2017 | 07/2018 |
| Wms Partners, Llc | Towson | MD | 06/2018 | 01/2025 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
WMS Partners, LLC: Serving as Committee Chair overseeing legacy private funds as they are wound down. Investment related; approximately 5 hours a month during business hours. Marilyn Yablon Trust; Trustee; Investment related; Approximately 1-5 hours per month during business and/or non-business hours. Howard Hillman Trust; Trustee; Investment related; 1-5 hours per month during business and/or non-business hours. Dora Hillman Trust; Trustee; Investment related; 1-5 hours per month during business and/or non-business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-11 |
Reach out to this advisor