Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-30 |
Branch Locations
1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Burke | VA | 08/2013 | 09/2018 |
| Wells Fargo Advisors, Llc. | Burke | VA | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Burke | VA | 11/2016 | 09/2018 |
| Td Ameritrade | Reston | VA | 07/2019 | 12/2022 |
| Ama Llc | Mclean | VA | 09/2018 | 07/2019 |
| Charles Schwab And Co., Inc. | Reston | VA | 12/2022 | Present |
| Charles Schwab Bank Ssb | Reston | VA | 07/2024 | Present |
Vitalis Ventures LLC|Investment Related:No|13546 Darter Ct;Clifton;VA;20124;USA|Real Estate (Non-Agent/Broker)|Landlord|2023-02-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I am requesting permission to rent out a second property we own. I will probably check on the property semiannually per the lease agreement. This is the entire extent of my involvement with this activity. The property is listed under an LLC I had already established to limit any potential personal liability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-08 |
Reach out to this advisor