Best Investors
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4321 Northview Drive, Bowie, MD 20716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-15 |
Branch Locations
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 01/2017 | 11/2021 |
| University Of Baltimore | Baltimore | MD | 08/2014 | 12/2016 |
| Jp Morgan Chase Bank, N.A. | Baltimore | MD | 11/2021 | 08/2023 |
| Jp Morgan Securities Llc | Baltimore | MD | 11/2021 | 08/2023 |
| Morgan Stanley | Baltimore | MD | 01/2017 | 11/2021 |
| Volley Monster Llc | Baltimore | MD | 10/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | 10/2024 |
| Widmann Financial Services | Bowie | MD | 09/2023 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | Present |
| Widmann Financial Services | Bowie | MD | 10/2024 | Present |
1. Fixed insurance sales; as of 8/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Volley Monster, LLC; adult volleyball tournaments; Located in Baltimore, MD; as of 10/27/2022; 10% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-08 |
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