Best Investors
Account
Sign in
3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-27 |
Branch Locations
Alexandria, VA • United States
3 Executive Park Drive Suite 261, Bedford, NH 03110 • 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 |
|---|---|---|---|---|
| Global Retirement Partners, Llc | Mclean | VA | 01/2020 | 05/2024 |
| Hub International Investment Services, Inc. | Concord | CA | 01/2020 | 05/2024 |
| Charles Schwab & Co., Inc. | Alexandria | VA | 05/2024 | 12/2024 |
| Charles Schwab Bank Ssb | Alexandria | VA | 05/2024 | 12/2024 |
| Unemployed | Arlington | VA | 10/2019 | 01/2020 |
| Aurelius Family Office, Llc | Alexandria | VA | 02/2025 | Present |
| Campbell Wealth Management, Inc | Alexandria | VA | 02/2016 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-24 |
Reach out to this advisor