Best Investors
Account
Sign in
4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-29 |
Branch Locations
4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Fairfax | VA | 03/2015 | 09/2022 |
| Sargent Investment Group, Llc | Bethesda | MD | 03/2024 | Present |
| T.M. Wealth Management | Reston | VA | 09/2022 | 03/2024 |
| Ameriprise Financial Services, Llc | Fairfax | VA | 03/2015 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-28 |
Reach out to this advisor