Best Investors
Account
Sign in
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-10-25 |
| MD | RA | APPROVED | 2018-08-29 |
Branch Locations
9928 Old Ocean City Blvd. Suite 2, Berlin, MD 21811 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Equity Services, Inc. | Montpeller | VT | 03/2015 | 08/2018 |
| Retirement Wealth Advisors | Berlin | MD | 08/2018 | Present |
| Key Advisors Group Of Maryland | Berlin | MD | 03/2015 | Present |
| Key Financial Services | Berlin | MD | 04/2018 | Present |
| Atlantic General Hospital Board | Berlin | MD | 01/2015 | Present |
| St. Mary'S Star Of The Sea Church | Ocean City | MD | 11/2016 | Present |
| Rire, Llc | Berlin | MD | 05/2017 | Present |
(1) KEY ADVISORS GROUP OF MARYLAND, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; AGENT; STARTED 03/2015; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT TO SELL FIXED INSURANCE AND ANNUITY PRODUCTS. (2) KEY FINANCIAL SERVICES; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; AGENT; STARTED 04/2018; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; DBA NAME FOR KEY ADVISORS GROUP OF MARYLAND. (3) ATLANTIC GENERAL HOSPITAL INVESTMENT BOARD; NON INVESTMENT RELATED; 9733 HEALTHWAY DRIVE, BERLIN, MD 21811; INVESTMENT HOLDING BOARD OF DIRECTORS; BOARD MEMBER; STARTED 01/2015; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF INVESTMENT BOARD FOR HOSPITAL TO DISCUSS AND VOTE ON INVESTMENT HOLDINGS. (4) ST. MARY'S STAR OF THE SEA HOLY SAVIOR CHURCH; NON INVESTMENT RELATED; 1705 PHILADELPHIA AVENUE; FINANCIAL BOARD OF DIRECTORS; BOARD MEMBER; STARTED 11/2016; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF INVESTMENT BOARD FOR CHURCH TO HELP OVERSEE CHURCH FINANCES. (5) RIRE LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; PARTNER; STARTED 05/2017; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT TO SELL FIXED LIFE AND ANNUITY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 1995-04-03 |
Reach out to this advisor