Best Investors
Account
Sign in
Best Investors
Account
Sign in
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-05 |
| OH | RA | APPROVED | 2023-07-25 |
Branch Locations
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Financial Planning | Potomac | MD | 03/2019 | 06/2020 |
| Trivergent Health Alliance Mso | Frederick | MD | 01/2018 | 01/2019 |
| Rite Aid Corporation | Mount Airy | MD | 01/2015 | 01/2018 |
| Planvest Financial | Gaithersburg | MD | 06/2020 | 04/2021 |
| Valeo Financial | Carmel | IN | 05/2021 | 07/2021 |
| Summit Financial Strategies | Columbus | OH | 09/2021 | 11/2022 |
| Abacus Wealth Partners | Columbus | OH | 07/2023 | 01/2025 |
| Unemployed | Columbus | OH | 11/2022 | 07/2023 |
| Unemployed | Carmel | IN | 07/2021 | 09/2021 |
| Unemployed | Hagerstown | MD | 01/2019 | 03/2019 |
| Abacus Wealth Partners | Columbus | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-16 |
Reach out to this advisor