Best Investors
Account
Sign in
7910 Woodmont Ave Suite 1120, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-28 |
Branch Locations
7910 Woodmont Ave Suite 1120, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Office Research Llc | Bethesda | MD | 07/2005 | Present |
THE NAME OF THE OTHER BUSINESS: LOWER ST CLAIR LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES, BUT NO INVESTMENT ADVICE IS PROVIDED. THE ADDRESS OF THE OTHER BUSINESS: 5821 PLAINVIEW ROAD, BETHESDA, MD 20817 THE NATURE OF THE OTHER BUSINESS: CONSULTING, PERSONAL INVESTMENTS, PUBLISHING YOUR POSITION, TITLE OR RELATIONSHIP WITH THE OTHER BUSINESS: EMPLOYEE THE START DATE OF YOUR RELATIONSHIP: 2000 THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: LESS THAN 10 THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: LESS THAN 10/MONTH BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: ADMINISTRATIVE/CONSULTING WORK 1. FARMTOGETHER US FARMLAND FUND LP - INVESTMENT RELATED: YES - ADDRESS: 5113 WILLET BRIDGE RD, BETHESDA, MD 20816 - NATURE: US FARMLAND FUND - POSITION: CONSULTANT AND PART OWNER- START DATE: 07/17/2020 - NUMBER OF HOURS/MONTH: 10 OR FEWER - SECURITIES TRADING HOURS/MONTH: LESS THAN 5 - DESCRIPTION: CONSULTING AND ADVISING THE FUND ON HOW TO SETUP ITS OPERATIONS, COORDINATE LEGAL, RAISE FUNDING, AND RUN THE FUND ONCE SET UP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-29 |
Reach out to this advisor