Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-27 |
| MD | RA | APPROVED | 2021-04-09 |
| TX | RA | APPROVED | 2021-04-09 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
Gaithersburg, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | North Bethesda | MD | 10/2014 | 03/2021 |
| Wells Fargo Clearing Services, Llc. | Bethesda | MD | 04/2021 | Present |
SHATZ MUSIC GROUP LLC, INV RELATED, GAITHERSBURG, MD, 100% OWNERSHIP, START 4/1/2014, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, MUSIC PRODUCTIONS, MARKETING, MANAGEMENT OF WEBSITE, AND PROMOTION OF TALENT, CAPITOL TECHNOLOGY UNIVERSITY, NOT INVT RELATED, LAURAL, MD, BOARD OF TRUSTEES, START DATE 6/21/2024, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, FOCUS ON TRUSTEE DEVELOPMENT AND CORPORATE GOVERNANCE COMMITTEE'S, PLANNING FUTURE BOARD GROWTH AND PLANNING FOR UNIVERSITY GROWTH ALONG WITH THE OTHER COMMITTEE MEMBERS AND UNIVERSITY PRESIDENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-04 |
Reach out to this advisor