Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-01 |
| VA | RA | APPROVED | 2025-09-26 |
| MD | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-25 |
Branch Locations
211 N Union Street Suite 240, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | MD | 09/2007 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 01/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 01/2021 | 09/2025 |
| Robert W. Baird & Co. Incorporated | Alexandria | VA | 09/2025 | Present |
1) INSURANCE SERVICES OFFERED THROUGH EDELMAN FINANCIAL SERVICES, LLC AND EF LEGACY SECURITIES, LLC POSITION: Agent NATURE: Agent for various insurance companies INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/22/2016 ADDRESS: 4000 Legato Road, 9th Floor, Fairfax VA 22033 DESCRIPTION: Insurance services offered to clients of Edelman Financial Services, LLC and EF Legacy Securities, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-14 |
| S66 | Uniform Combined State Law Examination | 2000-06-22 |
Reach out to this advisor