Best Investors
Account
Sign in
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-06 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Group | New York | NY | 03/2011 | Present |
| Voya Financial | Royersford | PA | 09/2014 | Present |
| Voya Financial Advisors | Royersford | PA | 09/2014 | Present |
| Missionsquare Wealth Management | Washington | DC | 09/2024 | Present |
| Missionsquare Retirement | Washington | DC | 09/2024 | Present |
(1) Name: Foundation Source. Non-investment related. Address: 55 Walls Drive STE 302 Fairfield, CT. Nature of business: Foundation Source helps to administer donor advised gifts. Position: Member of the Board of Directors. Start Date: 1/1/2025. Number of hours per month devoted to other business: 2; during securities trading hours 0. Duties: Reviewing the governance around the donor advised gifts. | (2) Name: Taxes Preparation. Non-investment related. Nature of business: I complete tax returns for some family members and friends. Start Date: 2001. Number of hours per month devoted to other business: 10-15 hours per month for February, March, and April only; during securities trading hours 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
Reach out to this advisor