Best Investors
Account
Sign in
Best Investors
Account
Sign in
Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-25 |
Branch Locations
Amissville, VA • United States
170 Radnor Chester Road, Suite 101, Radnor, PA 19087 • United States
107 W. Marshall Street Ste 102, Middleburg, VA 20117 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Alexandria | VA | 03/2010 | 03/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2025 |
| Wedbush Securities Inc. | Middleburg | VA | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1) Fiddlers Green Farm; Investment Related; Amissville, VA; Agriculture; Farm Owner; Start: 2/2024; Approx: No time allocated; Duties: sell hay to a local farmer. (2) Fiddlers Green Wealth Advisory - PIC; investment-related; Middleburg, VA; DBA for wealth management business; about 40 hours dedicated monthly, all of which during trading hours; 06/01/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
Reach out to this advisor