Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-01 |
| MD | RA | APPROVED | 2023-08-21 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
10211 Wincopin Circle, Ste. 220, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Virginia | Charlottesville | VA | 08/2013 | 05/2017 |
| The Union Mission Ministries | Norfolk | VA | 06/2016 | 02/2018 |
| Quality Advantage, Inc. | Hampton | VA | 02/2018 | 08/2018 |
| Willcox & Savage, P.C. | Norfolk | VA | 09/2018 | 05/2021 |
| Fai Wealth Management | Columbia | MD | 06/2021 | 12/2023 |
| Cwm, Llc | Omaha | NE | 08/2023 | Present |
| Carson Wealth | Columbia | MD | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-02 |
| S66 | Uniform Combined State Law Examination | 2023-01-31 |
Reach out to this advisor