Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-08 |
| MD | RA | APPROVED | 2019-03-04 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 06/2015 | 12/2016 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 12/2016 | Present |
KKAP LLC, NOT INV RELATED, WHEATON, MD, 50% OWNERSHIP, START 10/17/2022, 30 HOURS PER MONTH, ZERO HOURS DURING TRADING, DELIVERY CONTRACTOR BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-27 |
Reach out to this advisor