Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-22 |
| DC | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED_RES | 2024-03-28 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
1800 K St Nw, Washington, DC 20006 • United States
7501 Wisconsin Ave Wk North, Md, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Bethesda | MD | 08/2006 | Present |
| Ubs Financial Services Inc | Bethesda | MD | 02/2015 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | District Of Columbia | DC | 03/2024 | Present |
| Mn Design Group Inc | Rockville | MD | 06/2015 | 02/2020 |
MNDESIGN GROUPPOSITION: NA NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 11/05/2012ADDRESS: 11110 LUXMANOR ROAD, ROCKVILLE MD 20852DESCRIPTION: HUSBAND BUSINESS ASSIST WITH BILLING I*1771275 Entity For Profit Name of OBA: MNDesign Group Address: Rockville, Maryland, 20852 Investment Related: No Position, Title, Association: Officer Employee Start Date: 05/30/2002 No Hours: 3 No Hours during trading: 0 Duties: MNDesign Group is my husband's graphic design firm. I am listed as a secretary of the organization which was advised by his attorney for emergency purposes if needed. I do spend approximately 3 hours a month assisting him with invoicing his clients and paying his expenses. As a result i do have access to the business checking account. This is done on the weekend outside of our firm business hours. Additionally none of his clients are related to our industry. I receive no compensation for this. I*4642269 Entity Type: HOA, Co-Op, Freehold Name of OBA: Courtyards of Overlook Homeowners Association Inc. Address: Frederick, Maryland, 21701 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/02/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Homeowner association for townhomes serving as a board member during formation of HOA. Once homeowners are elected for role my responsible will seize. My responsibility is extremely limited. I would potentially vote on amendments to bi-laws for the HOA. It has been communicated i will not need to do anything else.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-18 |
Reach out to this advisor