Best Investors
Account
Sign in
9099 Ridgefield Drive Suite 205, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-18 |
| MD | RA | APPROVED | 2021-08-24 |
Branch Locations
9099 Ridgefield Drive Suite 205, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Faragalla And Associates | Frederick | MD | 02/2013 | Present |
| Monocacy Wealth Management, Llc | Ridgefield | MD | 08/2021 | Present |
FARAGALLA AND ASSOCIATES; NON-INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701; ACCOUNTING AND CONSULTING; PARTNER; 2013; 160; 160; CPA SERVICES, INTERNAL BUSINESS DUTIES. MONOCACY INSURANCE GROUP LLC; NOT INVESTMENT RELATED. 9099 RIDGEFIELD DRIVE, SUITE 205, FREDERICK, MD 21701. INSURANCE; INSURANCE AGENT/BROKER, CO-OWNER; 02/2024. 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. ASSISTING INDIVIDUALS WITH BUYING INSURANCE PRODUCTS. TIMOTHY L MILLER, LLC; INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701; FINANCIAL AND INSUANCE; OWNER; 2/11/2022; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; INTEREST IN MONOCACY WEALTH AND MONOCACY INSURANCE GROUP. REVERE PROPERTIES, LLC. NON-INVESTMENT RELATED; 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701. REAL ESTATE. CO-OWNER; 6/26/2023. 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. OWNS AND OPERATES COMMERCIAL RENTAL. ENTEGRATED, LLC. NON-INVESTMENT RELATED. 9099 RIDGEFIELD DR., STE 205; FREDERICK, MD 21701. TECH/SOFTWARE. CO-OWNER. 08/2024. 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. PARTIALLY OWNS AND ASSISTS WITH CRM BASED PROJECT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-12 |
Reach out to this advisor