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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-02 |
| PA | RA | APPROVED | 2023-03-02 |
| TX | RA | APPROVED | 2023-03-02 |
Branch Locations
2005 South Easton Rd. Suite 204, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Doylestown | PA | 06/2009 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2017 |
| Wells Fargo Clearing Services Llc | Doylestown | PA | 09/2017 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Doylestown | PA | 03/2023 | Present |
QUAD-D HOLDINGS LLC, INV RELATED, FURLONG, PA, 100% OWNERSHIP WITH SPOUSE, START 11/20/2012, 10 HOURS PER MONTH, ZERO DURING TRADING, MANAGEMENT OF FARM PROPERTY ON RESIDENCE AND AGRICULTURAL ACTIVITIES. MERIDIAN WEALTH MGMT GROUP, LLC, INVT RELATED, DOYLESTOWN, PA, 50% OWNERSHIP, START DATE 3/6/2023, 160 HRS PER MONTH, 100 HRS DURING TRADING, FINET PRACTICE. DAMON DERSTINE CONSULTING, LLC, INVT RELATED, DOYLESTOWN, PA,100% OWNERSHIP, START DATE 3/6/2023, 160 HRS PER MONTH, ALL HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-29 |
Reach out to this advisor