Best Investors
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Account
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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-06 |
| MD | RA | APPROVED | 2025-01-06 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Greenwood Village | CO | 04/2013 | 08/2018 |
| Park Avenue Securities Llc | Greenwood Village | CO | 03/2015 | 08/2018 |
| Headway Financial Solutions, Llc | Lakewood | CO | 08/2018 | Present |
| Wealth Strategies Group | Greenwood Village | CO | 05/2013 | 08/2018 |
| Bull Harbor Capital, Llc | Bethesda | MD | 08/2023 | Present |
1. BNI, President. Address: N/A; 3 hours total month, 3 hours during trading hours; not investment related 2. Rental property owner. Address: N/A; 0 hours total month, 0 hours during trading hours; not investment related 3. Insurance broker for multiple agencies. Address: N/A; 20 hours total month, 20 hours during trading hours; not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-26 |
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