Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-17 |
Branch Locations
1738 Elton Road Suite 312, Silver Spring, MD 20903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifespan Financial Strategies, Inc. | Weston | FL | 01/2024 | 08/2026 |
| Lifespan Financial Strategies | Weston | FL | 09/2022 | 12/2024 |
| Montgomery County Public Schools | Rockville | MD | 08/2016 | 06/2022 |
| Lifespan Financial Strategies, Inc. | Weston | FL | 12/2024 | 08/2026 |
| Stratos Wealth Partners, Ltd. | Silver Spring | MD | 08/2026 | Present |
1. 08/2026 - M&M Wealth Advisory (DBA for Stratos Business) - Inv Related - At reported location(s) - Wealth Advisor - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
Reach out to this advisor