Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| VA | RA | APPROVED | 2025-12-22 |
| TX | RA | APPROVED_RES | 2017-03-31 |
| DC | RA | APPROVED | 2009-03-13 |
Branch Locations
Singer Island, FL • United States
2100 Pennsylvania Avenue Nw Suite 810N, Washington, DC 20037 • United States
Bluemont, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Washington | DC | 03/2009 | Present |
| City National Bank | Washington | DC | 08/2017 | Present |
1) NAME OF ENTITY Founders Auxiliary Board of Children's National ADDRESS 111 Michigan Ave., NW Washington, DC 20010 INVESTMENT/NOT INVESTMENT RELATED BUSINESS DESCRIPTION Supporting the fundraising, advocacy and outreach of Children's National Hospital CAPACITY Other START DATE 07/01/2021 DUTIES The President will preside at all meetings of the Board, shall appoint the chairs of the committees and shall call special meetings when necessary. The President shall prepare an annual report HOURS DEVOTED PER MONTH 02 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH 01 2) NAME OF ENTITY: The Choral Arts Society of Washington ADDRESS: 1666 Connecticut Ave., NW, Suite 525, Washington, DC 20009 INVESTMENT/NOT INVESTMENT RELATED: Yes, The board reviews the proposed budget for each season. I have no direct involvement in investment decisions, but I may be asked to review the portfolio allocation of mutual funds held by the Choral Arts endowment fund and my opinion on the management of the endowment. BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 27/09/2025 CAPACITY: Board of Directors DUTIES: Invited to become a member of the Board of Directors-see description above. The board provides strategic leadership and helps the organization focus on long-term goals. Board members are responsible for the financial well being of Choral Arts and approve the annual budget. I will also be an ambassador for the organization and actively engaged in fund raising. So while the Executive and Artistic Directors and other professional staff handle daily operations, the board provides a roadmap for growth, financial security and ethical integrity of the organization. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-02 |
Reach out to this advisor