Best Investors
Account
Sign in
806 Westwood Office Park Suite 105, Fredericksburg, VA 22401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-16 |
| VA | RA | APPROVED | 2026-06-09 |
Branch Locations
Fredericksburg, VA • United States
806 Westwood Office Park Suite 105, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alna Financial Group Llc D/B/A Alna Wealth Management | Fredericksburg | VA | 05/2026 | Present |
| Tiaa - Cref Individual And Institutional Services, Llc | Fairfax | VA | 09/2016 | 11/2020 |
| Mariner Independent Advisor Network, Llc | Overland Park | KS | 04/2023 | 06/2026 |
| Private Advisor Group, Llc | Fredericksburg | VA | 11/2020 | 04/2023 |
1) Licensed insurance agent; Not investment-related; Fredericksburg, VA 22401; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 2) Provisors; Not investment-related; Sherman Oaks, CA. 91403; Financial services networking group; Affinity Group Leader; 1/1/2024; 5 hours per month; 0 during trading hours; Hosting monthly meetings and socials and using the groups funds to pay for events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-07 |
Reach out to this advisor