Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-22 |
Branch Locations
603 Bel Air Road, Bel Air, MD 21014 • United States
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 02/2023 | 06/2026 |
| Unemployed | Glyndon | MD | 11/2022 | 02/2023 |
| The Bob And Ronna Group Of Berkshire Hathaway | Ellicott City | MD | 05/2022 | 11/2022 |
| Bob Lucido Team Of Keller Williams | Ellicott City | MD | 03/2021 | 05/2022 |
| Eagle Rock Management | White Marsh | MD | 03/2020 | 03/2021 |
| Quest Management Group | Stevenson | MD | 05/2019 | 03/2020 |
| Wpm Real Estate Management | Owings Mills | MD | 10/2017 | 05/2019 |
| Walker Benefit Services | Glyndon | MD | 10/2010 | 10/2017 |
| Mid-Atlantic Benefits Group | Havre De Grace | MD | 04/2015 | 07/2017 |
| Bank Of America, N.A. | Hunt Valley | MD | 12/2024 | 06/2026 |
| Wells Fargo Clearing Services, Llc | Bel Air | MD | 06/2026 | Present |
| Wells Fargo Bank, Na | Bel Air | MD | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
Reach out to this advisor