Best Investors
Account
Sign in
19409 Plantation Rd Bldg. 2 Unit 1, Rehoboth Beach, DE 19971 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-08-30 |
Branch Locations
19409 Plantation Rd Bldg. 2 Unit 1, Rehoboth Beach, DE 19971 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bdfs Capital Llc | Rehoboth Beach | DE | 05/2023 | Present |
| Clearent By Xplor | Milford | DE | 02/2023 | 04/2023 |
| Baywood Greens | Millsboro | DE | 10/2022 | 02/2023 |
| Ed Oliver Golf Club | Wilmington | DE | 01/2022 | 09/2022 |
| Bank Of America | Newark | DE | 09/2013 | 12/2021 |
BDFS Insurance Services, LLC; Investment related: No; 19409 Plantation Rd. Rehoboth Beach DE 19971 USA; Life Insurance Sales; Representative; 2023-09-06; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5; Offer life insurance products as part of advisory services. The Lewes Collective; President; Non Investment Related; Location: 111 Adams Avenue Lewes DE 19958; Description: Professional networking group centered around conversations of values, ethics, and sharing best-demonstrated practices; Responsibilities Duties: Facilitate weekly meetings for the group, collect dues to cover activities and outside networking opportunities ; Start date : 2024-08-06; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. Business Network International (BNI) Rehoboth 1 Chapter; Vice-President; Non Investment Related; Location: 18544 Beaver Dam Rd, Lewes DE 19958; Description: Networking group and cross-business referrals; Responsibilities Duties: Assist President with running weekly meetings, take attendance, and monitor referral activities.; Start date : 2024-10-03; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
Reach out to this advisor