Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-30 |
| MD | RA | APPROVED | 2014-01-08 |
Branch Locations
5425 Wisconsin Avenue Suite 301, Chevy Chase, MD 20815-3552 • United States
Easton, MD • 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 | Chevy Chase | MD | 01/2014 | Present |
| City National Bank | Chevy Chase | MD | 04/2017 | 01/2025 |
(1) THE EXCEL INSTITUTE; 1235 KINLWORTH AVE NE UNIT 1 WASHINGTON DC 20019; TRAINING PROGRAM FOR UNDERPRIVILEGED YOUNG ADULTS; 07/01/09 TO 07/02/18; BOARD OF DIRECTORS; FUND RAISING & INCREASING AWARENESS; 16 HOURS DEVOTED PER MONTH; 8 HOURS DEVOTED DURING SECURITIES HOURS. (2) Name of Entity - National Park Trust Address - 401 E Jefferson Street,Suite 207 ,Rockville, Md 20850 Business Description - Nonprofit for land acquisitions in or near USA National parks that are privately owned and kids program Business is not investment related Projected Start Date:09/09/2019 Capacity: Board of Directors * Duties Performed: Help with the education of what NPT does and assist with the kids program called Buddy Bison Hours Devoted to this OBA Per Month: 2-3 Hours Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1979-11-27 |
Reach out to this advisor