Best Investors
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Account
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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-19 |
| PA | RA | APPROVED | 2026-03-19 |
| TX | RA | APPROVED | 2026-03-19 |
| VA | RA | APPROVED | 2026-03-19 |
Branch Locations
685 Third Avenue Floor 30, New York, NY 10017 • United States
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Bucks Athletic Association (Cbaa) | Doylestown | PA | 01/2014 | 03/2017 |
| Northampton Landscaping | Warrington | PA | 06/2017 | 08/2018 |
| Buttonwood Grill | Lahaska | PA | 04/2017 | 12/2017 |
| University Of Notre Dame | Notre Dame | IN | 08/2017 | 05/2021 |
| Academic Services For Student Athletes- University Of Notre Dame | Notre Dame | IN | 01/2018 | 12/2018 |
| Residential Life- University Of Notre Dame | Notre Dame | IN | 07/2020 | 05/2021 |
| Marshall Financial Group, Inc. | Doylestown | PA | 06/2021 | 11/2025 |
| Central Bucks High School East | Doylestown | PA | 09/2014 | 06/2017 |
| University Of Notre Dame | Notre Dame | IN | 01/2019 | 05/2019 |
| Marshall Financial Group | Doylestown | PA | 05/2019 | 08/2019 |
| University Of Notre Dame | Notre Dame | IN | 08/2019 | 05/2020 |
| Marshall Financial Group | Doylestown | PA | 05/2020 | 08/2020 |
| Creative Planning, Llc | Doylestown | PA | 12/2025 | 03/2026 |
| Range Finance, Inc. | New York | NY | 03/2026 | Present |
| Range Advisory, Llc | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-25 |
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