Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-30 |
| MD | RA | APPROVED | 2017-08-28 |
Branch Locations
225 Schilling Circle Suite 250, Hunt Valley, MD 21031-1125 • United States
Lutherville Timonium, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exponential Interactive, Inc. | Baltimore | MD | 04/2016 | 03/2017 |
| Rbc Capital Markets, Llc. | Hunt Valley | MD | 03/2017 | Present |
| City National Bank | Hunt Valley | MD | 06/2018 | Present |
(1) Entity Name: Gilman School - Alumni Board of Governors Non-Investment related ADDRESS: 5407 Roland Ave Baltimore, MD 21210 Nature of OBA: Independent School Position/Title/Relationship: Committee/Council Member (not associated with the Board of Directors) Start Date: 09/01/22 Time devoted: Less than 1 hour; 0 during securities trading Duties: Alumni Board Member for Gilman School. Attend meetings, participate in community service projects, mentor current students and other alumni, speaking engagements (2) NAME OF ENTITY: LifeBridge Health Leadership Society ADDRESS: 2401 W. Belvedere Ave. Baltimore, MD 21215 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Health System CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 02/15/23 DUTIES: LifeBridge Health's Leadership Society was formed to connect with and engage the next generation of supporters and leaders for the organization. Early to mid-career professionals in the Baltimore metro area are encouraged to join the society and attend networking events that also feature speakers on topics of interest identified by the Leadership Society Committee. Members of the society are invited to learn about and champion LifeBridge Health clinical programs and events. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: Levindale Hebrew Geriatric Center And Hospital, Inc. ADDRESS: Baltimore, MD INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Hospital START DATE: 10.01.24 CAPACITY: Board of Directors DUTIES: Attend board meetings, participant on committees and subcommittee, share feedback, attend social gatherings and charity events HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
Reach out to this advisor