Best Investors
Account
Sign in
Best Investors
Account
Sign in
502 Washington Avenue, Suite 620, Baltimore, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2012-06-27 |
Branch Locations
305 W. Chesapeake Avenue Suite 205, Baltimore, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hr Investment Consultants Inc. | Baltimore | MD | 01/1994 | Present |
PENSION DATA SOURCE, INC., (PDS) IS NOT AN INVESTMENT-RELATED BUSINESS, AND IS LOCATED AT 305 W. CHESAPEAKE AVENUE, SUITE 205, BALTIMORE, MD 21204. PDS PUBLISHES FEE BENCHMARKING DATA FOR RETIREMENT PLANS. MR. VALLETTA IS 50% OWNER AND THE BUSINESS BEGAN APRIL 1, 2009. APPROXIMATELY 30 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS. HIS DUTIES INCLUDE OVERSIGHT AND DATA MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-06-25 |
Reach out to this advisor