Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-08-26 |
| VA | RA | APPROVED | 2025-08-26 |
Branch Locations
1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Philanthropic Trust | Jenkintown | PA | 02/2016 | 06/2017 |
| Charles Schwab & Co., Inc. | Arlington | VA | 07/2017 | 03/2021 |
| Charles Schwab Bank | Arlington | VA | 07/2017 | 03/2021 |
| J.P. Morgan Securities Llc | Arlington | VA | 03/2021 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 08/2025 | Present |
HIP Design Consulting; Investment related: Philadelphia, PA; Real Estate; Owner/Partner; Start Date: 09/21/2021; 0-10 per month; 0 hours during securities trading hours: duties: Real estate investing. Co-own with spouse| Entity Name: Everything for Sale LLC; not Investment related: Philadelphia, PA; E-commerce; Owner/Partner; Start Date: 11/14/22; 0-10 per month; 0 hours during securities trading hours; duties: Online Amazon store| Haverford Commerce LLC; Not Investment related: Philadelphia, PA; E-commerce; Owner/Partner; Start Date: 11/14/2022 ; 0-10 hours per month; No hours during trading; duties: Online Amazon store. I co-own this with my husband. There is no active participation by me| RENTAL PROPERTY - FAYETTE ; INV RELATED; BALTIMORE, MD; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 09/01/2022; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-27 |
Reach out to this advisor