Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-26 |
| MD | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
6720-B Rockledge Dr Suite 440-A, Bethesda, MD 20817 • United States
Great Falls, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 09/2006 | 06/2022 |
| Bank Of America, N.A. | Bethesda | MD | 02/2014 | 06/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2022 | Present |
| Harvest Wealth Llc | Bethesda | MD | 06/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Agnus Dei | Great Falls | VA | 06/2022 | 06/2025 |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2007 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: HARVEST WEALTH LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2022 POSITION/TITLE/RELATIONSHIP: FOUNDING PARTNER APX NUMBER OF HOURS PER WEEK: 39 APX NUMBER OF HOURS DURING TRADING HOURS: 31.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL ADVICE AND DELIVER FINANCIAL SOLUTIONS TO CORPORATE EXECS, RETIREES, AND THEIR FAMILIES 3. NAME OF OTHER BUSINESS: THREE LILIES INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 7/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENTITY CREATED FOR TAX PURPOSES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-21 |
Reach out to this advisor