Best Investors
Account
Sign in
Best Investors
Account
Sign in
839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-24 |
| FL | RA | APPROVED | 2024-07-08 |
| VA | RA | APPROVED | 2023-08-24 |
| SC | RA | APPROVED | 2023-04-16 |
| MD | RA | APPROVED | 2022-04-04 |
| NC | RA | APPROVED | 2022-03-11 |
Branch Locations
839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2015 | 05/2019 |
| Bofa Securities, Inc. | Charlotte | NC | 05/2019 | 09/2021 |
| Bank Of America Securities | Charlotte | NC | 11/2015 | 09/2021 |
| Rcn & Associates Llc | Edgewater | MD | 09/2021 | 04/2024 |
| Foundation Wealth & Tax Advisors, Llc | Charlotte | NC | 12/2021 | Present |
| Foundation Wealth & Tax Advisors, Llc | Charlotte | NC | 03/2022 | Present |
TheGeneralSloth Productions, LLC; DJ; Investment Related: No; I DJ part-time. I play at various bars, breweries, and parties in the Charlotte area.; Vibe setter; 2020-06-17; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
Reach out to this advisor