Best Investors
Account
Sign in
Best Investors
Account
Sign in
1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
Branch Locations
1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • 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 |
|---|---|---|---|---|
| Liberty Square Wealth Partners Llc | Ocala | FL | 08/2024 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Ocala | FL | 08/2024 | Present |
| Ameriprise Financial Services, Llc | Bethlehem | PA | 07/1988 | 08/2024 |
1. Liberty Square Wealth Partners LLC. Investment Related. 1525 Valley Center Parkway, Ste 120, Bethlehem PA 18017. RIA. Managing Partner. Start Date: 08/2024. 160 hrs/ month. All during trading hours. Work with clients and prospects providing Financial Planning and Asset Management. 2. Independent Insurance Agent. Investment Related. 1525 Valley Center Parkway, Ste 120, Bethlehem PA 18017. Fixed Insurance. Independent Agent. Start Date: 08/2024. 1-5hrs/month. All during trading hours. Provide insurance advice based on the needs of client(s). 3. Purshe Kaplan Sterling Investments. Investment Related. 1525 Valley Center Parkway, Ste 120, Bethlehem PA 18017. Broker-Dealer. Registered Representative. Start Date 8/2024. 10 hours/month. All during trading hours. Sales of commissionable securities. 4. Isltime LLC. Not investment Related. 4187 NW 55th Ct, Ocala FL. Holding Company Related to Personal Business Expenses. Owner. Start Date: 07/18/2024. 1 hr/month. None during trading hours. Personal holding company to collect revenue and pay for personal business expenses related to equestrian activities. 5. Gerald A Camera Proprietor. Not investment related. 4187 NW 55th Ct, Ocala FL. Equestrian-related activities. Owner. Start Date: 01/01/1979. 40 hours/month. None during trading hours. Ride and show horses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-27 |
Reach out to this advisor