Best Investors
Account
Sign in
Best Investors
Account
Sign in
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
7625 Wisconsin Ave Third Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Wealth Management | Bethesda | MD | 02/2017 | Present |
| Independent Contractor | Baltimore | MD | 02/2016 | 01/2017 |
Since June 2019 - IAR of Spire Wealth Management - an affiliated firm. Using DBA of Cardinal Wealth Management for all Spire related activities. Lilabean Foundation; Board of Directors- Non-Profit organization. Help give financial guidance to the foundation. 01/01/2023; 20 hours/month; compensation through role as investment advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-16 |
Reach out to this advisor