Best Investors
Account
Sign in
1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-02-21 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
8201 Corporate Drive Suite 1135, Hyattsville, MD 20785 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Parthership Wealth, Llc | Marietta | GA | 02/2023 | Present |
| New Perspective Financial Services | Hyattsville | MD | 12/2020 | Present |
| Berkshire Hathaway Home Services | Washington | DC | 10/2015 | Present |
| Appraisal Connections | San Francisco | CA | 04/2021 | 07/2022 |
1) INSURANCE SALES; INVESTMENT-RELATED; MARYLAND; INSURANCE SALES; START DATE: 2020; APPROXIMATELY 50 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 2) BERKSHIRE HATHAWAY HOME SERVICES; WASHINGTON, DC; REAL ESTATE SALES; START DATE: 2015; APPROXIMATELY 40 HRS/MO OUTSIDE TRADING HOURS, 10 HOURS DURING TRADING HOURS; ASSIST BUYERS AND SELLERS WITH PURCHASE/SALES OF REAL ESTATE. 3) SOUTHERN MARYLAND SEAHAWKS; NOT INVESTMENT RELATED; 4311 MASSACHUSETTS AVE NW WASHINGTON, DC 20016; 10% OWNER OF A BASKETBALL TEAM IN THE BASKETBALL LEAGUE; OWNER; 9/11/2024; 10HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; RECRUITING PLAYERS, MARKETING, TICKET SALES. 4) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 8201 CORPORATE DRIVE SUITE 1135 HYATTSVILLE, MD 20785; ESTATE PLANNING; FACILITATOR; 2/1/2025; APPROX. 10HRS/MO; APPROX. 10HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, ANDPROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS. 5) VP MEDICARE SOLUTIONS; NOT INVESTMENT RELATED; 8201 CORPORATE DRIVE SUITE 1135 HYATTSVILLE, MD 20785; MEDICARE SALES; OWNER; 9/26/2025; 40HRS/MO; 24HRS/MO DURING SECURITIES TRADING HOURS; EDUCATE AND SELL MEDICARE HEALTH PLANS TO ELIGILBLE INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-09 |
Reach out to this advisor