Best Investors
Account
Sign in
Best Investors
Account
Sign in
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-10 |
| PA | RA | APPROVED | 2024-02-01 |
| MI | RA | APPROVED | 2024-01-31 |
Branch Locations
177 N. Main Street Suite 200, Plymouth, MI 48170 • United States
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Birmingham | MI | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 03/2017 |
| Raymond James & Associates, Inc. | Birmingham | MI | 03/2017 | 01/2024 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 01/2024 | Present |
1) Insurance agent; investment related, 177 N. Main Street, Suite 200, Plymouth, MI 48170; started 04/2012; approximately 1-2 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-19 |
Reach out to this advisor