Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| MD | RA | APPROVED | 2026-07-06 |
Branch Locations
17800 New Hampshire Ave., Ashton, MD 20861 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Ashton | MD | 04/2009 | 07/2026 |
| Raymond James Financial Services Advisors, Inc. | Ashton | MD | 09/2009 | 07/2026 |
| Concurrent Investment Advisors, Llc | Ashton | MD | 07/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2026 | Present |
1) Concurrent Investment Advisors d/b/a Potomac Financial Group. Investment-related. At registered location. RIA. Financial Advisor. Start date: 07/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 07/2026. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Schell Financial LLC. Investment-related. 17800 New Hampshire Avenue. Operating LLC/ Support Company. Owner. 7/2014. 2 hrs/ month all during trading hours. This is my LLC for my investment business. Income that I receive from my investment business is passed through this company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-09 |
Reach out to this advisor