Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-14 |
Branch Locations
220 Twentyninth Place Ct, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Horizon Advisors | Brentwood | TN | 09/2023 | 03/2024 |
| Econ Wealth Management | Harrisburg | PA | 05/2022 | 08/2022 |
| Full Time Education | Pittsburgh | PA | 08/2019 | 04/2023 |
| Statstak | Nashville | TN | 04/2020 | 04/2021 |
| Harrisburg Senators | Harrisburg | PA | 01/2018 | 08/2019 |
| Unemployed | Mechanicsburg | PA | 04/2023 | 09/2023 |
| Musuneggi Financial Group | Pittsburgh | PA | 10/2021 | 04/2022 |
| Dauphin Highlands | Harrisburg | PA | 06/2017 | 08/2018 |
| Bleacher Bums | Camp Hill | PA | 09/2017 | 05/2022 |
| Unemployed | Mechanicsburg | PA | 09/2016 | 06/2017 |
| Berstein Private Wealth Management | Nashville | TN | 03/2024 | 01/2026 |
| Petrichor Wealth Management | Charlottesville | VA | 01/2026 | 07/2026 |
| Lpl Financial | Charlottesville | VA | 01/2026 | 07/2026 |
| Jfc Advisors | Charlottesville | VA | 01/2026 | 07/2026 |
| Charles Schwab & Co., Inc | Charolttesville | VA | 08/2026 | Present |
1) Big Brothers Big Sisters of the Central Blue Ridge | Investment Related:No|420 E Main St B|Nonprofit Charitable Organizations|Board Member|2026-03-01|Less than 20|0|Assist with planning strategic initiatives, raise awareness about the mission of the nonprofit, and volunteer at local events
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
Reach out to this advisor