Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-01-19 |
| DC | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| MD | RA | APPROVED | 2024-01-19 |
| NC | RA | APPROVED | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
4350 East West Hwy Suite 510, Bethesda, MD 20814 • United States
2939 Olney Sandy Spring Rd Suite A, Olney, MD 20832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Olney | MD | 01/2015 | 07/2018 |
| Capital One Advisors, Llc | Olney | MD | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Mclean | VA | 07/2018 | 01/2024 |
| Woodbury Financial Services, Inc. | Mclean | VA | 07/2018 | Present |
| Osaic Wealth, Inc. | Bethesda | MD | 01/2024 | Present |
1) CAPITAL HARVEST WEALTH PARTNERS, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 07/13/2018 ADDRESS: 4350 East West Highway, Suite 510, Bethesda MD 20814, United States DESCRIPTION: Financial Advisor offering Fixed Annuities and Insurance 2) CAPITAL HARVEST REAL ESTATE INVESTMENT, LLC POSITION: Managing Partner NATURE: LLC - Sole ownership - owning rental property that is leased to Capital Harvest Wealth Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/15/2021 ADDRESS: 4350 East West Hwy, Suite 510, Bethesda MD 20814, United States DESCRIPTION: Managing lease and paying bills 3) 4769 KINGS CASTLE CIRCLE POSITION: Owner NATURE: Sole Proprietorship - Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/06/2026 ADDRESS: 4769 Kings Castle Circle, Kissimmee FL 34746, United States DESCRIPTION: Own rental property - Hired management company to manage rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-29 |
Reach out to this advisor