Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-11 |
| TX | RA | APPROVED | 2022-02-11 |
Branch Locations
200 Abington Executive Park Ste 204, 2Nd Fl [Satellite], Clarks Summit, PA 18411 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Scranton | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scranton | PA | 11/2016 | Present |
| Wells Fargo Advisors Financial Network, Llc | Clarks Summit | PA | 02/2022 | Present |
BIRCHWOOD ROAD REALTY LLC; INVESTMENT RELATED; CLARKS SUMMIT, PA; 100% OWNERSHIP WITH SPOUSE; START DATE 1/1/2016; 5 HOURS PER MONTH; 0 DURING TRADING; DUTIES ARE TO COLLECT RENT, MAINTAIN PROPERTY, SECURE RENTERS. SGM PRIVATE WEALTH MANAGEMENT LLC DBA | KELLY PRIVATE WEALTH MANAGEMENT, INVT RELATED, WAVERLY, PA, 100% OWNERSHIP, START DATE 1/11/2022, 160 HRS PER MONTH AND DURING TRADING, FINET PRACTICE. | PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.| THE COUNTRY CLUB OF SCRANTON; INV RELATED; CLARKS SUMMIT, PA; GOLF AND COUNTRY CLUB; FINANCE COMMITTEE MEMBER; START DATE 06/16/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-18 |
Reach out to this advisor