Best Investors
Account
Sign in
4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2017 | 12/2018 |
| Lynchburg College | Lynchburg | VA | 08/2013 | 05/2017 |
| J.P. Morgan Securities Llc | New York | NY | 06/2019 | 04/2020 |
| Unemployed | Great Falls | VA | 12/2018 | 06/2019 |
| Unemployed | Great Falls | VA | 05/2017 | 07/2017 |
| Jp Morgan Chase Bank, N.A | New York | NY | 06/2019 | 04/2020 |
| Charlotte Soccer Academy | Charlotte | NC | 08/2017 | 01/2019 |
| First Eagle Investment Management, Llc | New York | NY | 04/2020 | 01/2022 |
| Fef Distributors, Llc | New York | NY | 04/2020 | 01/2022 |
| Citi Private Advisory, Llc (153777) | New York | NY | 02/2022 | 07/2025 |
| Citigroup Global Markets Inc. (7059) | New York | NY | 02/2022 | 07/2025 |
| T. Rowe Price | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-18 |
Reach out to this advisor