Best Investors
Account
Sign in
Best Investors
Account
Sign in
3200 Rockbridge Street Suite 300, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-11 |
| FL | RA | APPROVED | 2024-08-08 |
| TN | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED_RES | 2020-05-05 |
| VA | RA | APPROVED | 2020-05-05 |
Branch Locations
3200 Rockbridge Street Suite 300, Richmond, VA 23230 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Fort Meyers | FL | 06/2015 | 02/2018 |
| Oneamerica Securities | Fort Meyers | FL | 08/2015 | 02/2018 |
| Mass Mutual Life Insurance Company | Glen Allen | VA | 02/2018 | 04/2020 |
| Mml Investors Services | Glen Allen | VA | 03/2018 | 04/2020 |
| Dp Grow Llc | Richmond | VA | 04/2020 | Present |
Licensed insurance agent (individual capacity); Investment-related: Yes; Midlothian, Virginia; Commission-based insurance sales; Start Date: 03/2020; Approximate time spent: <5 hours per month; Approximate time during trading hours: <5 per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
Reach out to this advisor