Best Investors
Account
Sign in
Best Investors
Account
Sign in
2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-06 |
Branch Locations
101 W Elm St Ste 350, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Philadelphia | PA | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 09/2021 | 03/2023 |
| Bank Of America, N.A. | Wayne | PA | 10/2021 | 03/2023 |
| Janney Montgomery Scott Llc | Newtown | PA | 03/2023 | 02/2024 |
| Janney Montgomery Scott Llc | Newtown | PA | 02/2024 | 08/2024 |
| Country Bride And Gent | Lansdale | PA | 01/2024 | Present |
| Hbks Wealth Advisors | Conshohocken | PA | 08/2024 | Present |
Rental Property, Sea Isle City, NJ. Joint Owner with spouse; Duties are signing temporary rental leases and home maintenance. Not investment related, rental income, 2 hrs./month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-22 |
Reach out to this advisor