Best Investors
Account
Sign in
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-07 |
| MD | RA | APPROVED | 2025-01-31 |
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 | 04/2023 | 01/2025 |
| N/A | Washington | DC | 10/2022 | 04/2023 |
| Rockcreek Group | Washington | DC | 07/2021 | 09/2022 |
| Blackrock | Princeton | NJ | 06/2018 | 07/2021 |
| Sinewave Ventures | Arlington | VA | 06/2017 | 08/2017 |
| Uva Darden School Of Business | Charlottesville | VA | 08/2016 | 05/2018 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
Officer of condo board - La Luna Condominiums - not investment-related - 1349 Perry Place NW, Washington DC 20010 - condo board - officer - I own one of two condos in the building so the owners of each unit are automatically "the board" - 9/1/22 - 1 hour/month - 0 hours - oversee the maintenance and upkeep of the building, oversee the finances of the condo board. Harold & Geraldine Polinger Family Foundation ?Investment-related ?1301 Connecticut Ave NW, Suite 450, Washington, DC 20036 ?Charitable family foundation ?Finance committee member (volunteer) ?Began July 29, 2024 ?1 hr/month during business hours ?Advise Polinger Family Foundation on annual budget and investments supporting operations and grantmaking activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-04 |
Reach out to this advisor