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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-03 |
Branch Locations
8401-03 Old Keene Mill Rd, Springfield, VA 22152 • United States
1711 Fern St, Alexandria, VA 22302 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Washington | DC | 02/2015 | 11/2019 |
| Ubs Private Wealth Management | Washington | DC | 11/2019 | 01/2022 |
| Commonwealth Investment Advisors Llc | Alexandria | VA | 04/2022 | 06/2023 |
| Lpl Financial | Alexandria | VA | 06/2023 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-16 |
Reach out to this advisor