Best Investors
Account
Sign in
Best Investors
Account
Sign in
4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Baltimore | MD | 01/2016 | 05/2020 |
| Greenspring Advisors, Llc | Towson | MD | 05/2020 | 02/2025 |
| Sargent Investment Group, Llc | Bethesda | MD | 02/2025 | Present |
1) National Association of Personal Financial Advisors (NAPFA); Not investment-related; 8700 W Bryn Mawr Avenue, Suite 700N, Chicago, IL. 60631; Membership association for fee-only financial advisors; NEMA Region Board Member; NAPFA Genesis Board Member; Conference Committee Member; 01/01/2021; 3 hours per month; 0 during trading hours; Aid in planning events, including outreach to colleges & universities, webinars, and conferences
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-01 |
Reach out to this advisor