Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-12 |
Branch Locations
909 Rose Avenue Suite 650, North Bethesda, MD 20852 • 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 |
|---|---|---|---|---|
| H&R Block | Upper Marlboro | MD | 11/2016 | 04/2017 |
| Bank Of America, N.A. | Annapolis | MD | 10/2018 | 02/2019 |
| Bank Of America, N.A. | Annapolis | MD | 06/2019 | 05/2024 |
| Pruco Securities, Llc | North Bethesda | MD | 06/2024 | 11/2024 |
| The Prudential Insurance Company Of America | North Bethesda | MD | 06/2024 | Present |
| Unemployed | Pasadena | MD | 03/2019 | 04/2019 |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 05/2019 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 08/2018 | 02/2019 |
| Quality Consultants Group, Llc | Upper Marlboro | MD | 10/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
Reach out to this advisor