Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-06 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
14361 Sommerville Ct Suite 101, Midlothian, VA 23113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glen Allen | VA | 12/2009 | 10/2019 |
| New York Life Insurance Company | Glen Allen | VA | 12/2009 | 10/2019 |
| Clearview Financial, Llc D.B.A Clearview Financial | Glen Allen | VA | 07/2015 | 09/2016 |
| Triad Advisors | Norcross | GA | 10/2019 | 10/2022 |
| Claris Financial, Llc | Glen Allen | VA | 10/2019 | 06/2026 |
| Savvy | Midlothian | VA | 06/2026 | Present |
1) Palladian Asset Management, Investment Related, 14361 Sommerville Ct Suite 101, Midlothian VA 23113, serves as the DBA entity for work at Savvy, Wealth Manager, 06/30/2026, same hours as role at Savvy -this is the DBA for this role. 2) RDG Financial Services, LLC, investment related, 14361 Sommerville Ct Suite 101, Midlothian VA 23113, personal LLC for the receipt of payments, 06/11/2026, a personal LLC for payment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-01 |
Reach out to this advisor