Best Investors
Account
Sign in
Best Investors
Account
Sign in
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wms Partners, Llc | Towson | MD | 07/2022 | 01/2025 |
| Wms Partners, Llc | Towson | MD | 09/2021 | 06/2022 |
| Covingtonalsina | Annapolis | MD | 06/2021 | 08/2021 |
| Starbucks Coffee Company | Towson | MD | 02/2020 | 03/2022 |
| Towson University | Towson | MD | 01/2020 | 05/2022 |
| The Barn At Pleasant Acres | St. Leonard | MD | 06/2019 | Present |
| College Of Southern Maryland | La Plata | MD | 09/2017 | 12/2019 |
| Starbucks Coffee Company | Prince Frederick | MD | 04/2015 | 08/2017 |
| Dee Kline Wellness | Leonardtown | MD | 08/2014 | 01/2020 |
| Student | Prince Frederick | MD | 03/2013 | 06/2017 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
The Barn at Pleasant Acres, 5415 Mackall Rd, St Leonard, MD 20685, Wedding Venue, Vendor Coordinator / Care Team Member, June 2019, 50 - 60 hours, 0 hours devoted during securities trading hours. Ms. Elliott creates the schedule and layout for the events. She contacts all vendors and directs them of their responsibilities and on the day of the event, she meets and directs the vendors where to go. She also helps and supports clients and guests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
Reach out to this advisor