Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
| MD | RA | APPROVED | 2026-08-27 |
Branch Locations
11333 Mccormick Rd Ci Client Management, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 05/2025 | 07/2026 |
| St Paul's School For Boys | Lutherville | MD | 08/2021 | 04/2025 |
| Wright Academics | Towson | MD | 11/2022 | Present |
| Capital Teachers | Washington | DC | 11/2023 | Present |
| Self-Employed Dogsitting | Baltimore | MD | 06/2021 | Present |
| Hendall | Rockville | MD | 06/2023 | 07/2023 |
| Baltimore Educational Scholarship Trust | Baltimore | MD | 06/2023 | 08/2024 |
| Kids On Point | Charleston | SC | 09/2015 | 08/2019 |
| College Of Charleston | Charleston | SC | 01/2015 | 05/2018 |
| University Of Virginia | Charlottesville | VA | 05/2020 | 08/2021 |
| Evergreen School | Shoreline | WA | 10/2020 | 01/2021 |
| University Prep | Seattle | WA | 01/2021 | 05/2021 |
| The Salisbury School | Salisbury | MD | 08/2018 | 06/2020 |
| University Of Virginia Educational Department | Charlottesville | VA | 09/2020 | 09/2020 |
| Maryland Teacher Tutors | Linthicum | MD | 09/2021 | 03/2022 |
| Salisbury University | Salisbury | MD | 09/2021 | 06/2022 |
| Total Tutoring | Odenton | MD | 09/2021 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 07/2026 | Present |
| Backs To Basics | Wilmington | DE | 07/2021 | 07/2023 |
| Varsity Tutors | St. Louis | MO | 07/2021 | 11/2021 |
| Talentnook | Dublin | CA | 08/2021 | 11/2023 |
Name of the other business Dogsitting Whether the business is investment-related non investment related Address of the other business Baltimore, Maryland Nature of the other business caring for pets is the position and nature - Dogsitter Your position Dogsitter Title, or relationship with the other business Dogsitter Start date of your relationship 01-Jun-2021 Approximate number of hours/month you devote to the other business 8 hours per month Number of hours you devote to the other business during securities trading hours 0 during securities hours Briefly describe your duties relating to the other business I care for animals when their owners are away Name of the other business Capitol Teachers Whether the business is investment-related non-investment related Address of the other business Washington, District Of Columbia Nature of the other business Tutoring company Your position I'm an academic tutor Title, or relationship with the other business I'm an academic tutor Start date of your relationship 01-Nov-2023 Approximate number of hours/month you devote to the other business per month 5 hours Number of hours you devote to the other business during securities trading hours no hours during securities hours Briefly describe your duties relating to the other business I am a tutor the SAT/executive function. Name of the other business Wright Academics Whether the business is investment-related non investment related Address of the other business Towson, MD Nature of the other business Tutoring company Your position I'm an academic tutor Title, or relationship with the other business I'm an academic tutor Start date of your relationship 01-Nov-2022 Approximate number of hours/month you devote to the other business 8 hours per month Number of hours you devote to the other business during securities trading hours no hours during securities hours Briefly describe your duties relating to the other business I am a tutor the SAT/executive function.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-07 |
Reach out to this advisor