Best Investors
Account
Sign in
226 Schilling Circle Ste 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-01 |
| MD | RA | APPROVED | 2022-01-31 |
Branch Locations
226 Schilling Circle Ste 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Psa Insurance | Hunt Valley | MD | 06/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 06/2017 | 01/2022 |
| Bank Of America, N.A. | Hunt Valley | MD | 08/2017 | 01/2022 |
| Sc&H Financial Advisors, Inc. | Hunt Valley | MD | 01/2022 | Present |
SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
Reach out to this advisor