Best Investors
Account
Sign in
Best Investors
Account
Sign in
4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-18 |
| NC | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 05/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 10/2021 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 10/2021 | 05/2023 |
| Unemployed | Charlotte | NC | 05/2023 | 07/2023 |
| Thrivent Financial | Appleton | WI | 07/2023 | 10/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2023 | 10/2023 |
| Ally Invest Securities Llc | Charlotte | NC | 11/2023 | 12/2023 |
| Ally Invest Advisors | Charlotte | NC | 11/2023 | 12/2023 |
| Lpl Financial Llc | Fort Mill | SC | 12/2023 | 04/2025 |
| Edelman Financial Engines | Santa Clara | CA | 04/2025 | 09/2025 |
| T. Rowe Price | Owings Mill | MD | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-15 |
Reach out to this advisor