Best Investors
Account
Sign in
955 West Main Street, Abingdon, VA 24210-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-17 |
Branch Locations
955 West Main Street, Abingdon, VA 24210-2427 • United States
11400 Rockville Pike Suite 500, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 04/2016 | 04/2018 |
| Andersen | Mclean | VA | 05/2018 | Present |
| Concord Wealth Partners | Rockville | MD | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-26 |
Reach out to this advisor