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5100 Buckeystown Pike Ste 290, Frederick, MD 21704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-06-17 |
Branch Locations
5100 Buckeystown Pike Ste 290 Ste 202, Frederick, MD 21704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Court Place Advisors | Ellicott City | MD | 01/2018 | 05/2018 |
| Bestgate Tax & Accounting Advisors, Llc | Frederick | MD | 12/2017 | Present |
| Mclean, Koehler, Sparks & Hammond | Frederick | MD | 08/2008 | 11/2017 |
| Surepath Wealth Management | Frederick | MD | 06/2018 | 06/2018 |
| Bestgate Wealth Advisors, Llc | Frederick | MD | 03/2019 | Present |
Timothy M Stolz is a Certified Public Accountant and partner of Bestgate Tax & Accounting Advisors, LLC (BTA). BTA is a CPA firm focused on tax and accounting for small businesses and personal clients. BTA does not provide investment-related services. BTA is located at 5100 Buckeystown Pike Ste 290, Frederick, MD 21704.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-27 |
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