Best Investors
Account
Sign in
209 E Main St., Thurmont, MD 21788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
| MD | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide | Frederick | MD | 07/2013 | 12/2019 |
| Nationwide Securities Llc | Columbus | OH | 07/2013 | 12/2019 |
| H. Beck, Inc. | Rockville | MD | 01/2020 | 03/2021 |
| Vinores Management Inc | Frederick | MD | 03/2013 | Present |
| Peak Benefits Group | Thurmont | MD | 05/2017 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Catoctin Ridge Wealth Partners, Llc | Thurmont | VA | 10/2024 | Present |
| Lpl Financial Llc | Herndon | VA | 05/2025 | Present |
1 - 05/2025 - Catoctin Ridge Wealth Partner LLC - Registered Investment Advisor Hybrid - Inv Related - At Reported Business Location(s) - 40 Hours/Month - 40 Hours During Trading - Start Date: 10/15/2024 - I provide investment advisory services through Catoctin Ridge Wealth Partner LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2 - 05/2025 - Vinores Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - Start Date 05/01/2012 - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 3 - 05/2025 - Wondering Pig LLC - Real Estate Rental - Inv Related - 1 Hour/Month - 1 Hour During Trading - Thurmont, MD - OBA Start Date: 07/26/2023. 4 - 05/2025 - Peak Benefits Group - Non-Variable Insurance - Inv Related - 15 Hours/Month - 15 Hours During Trading - At Reported Business Location(s) - Start Date: 05/01/2017.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-01 |
Reach out to this advisor