Best Investors
Account
Sign in
Best Investors
Account
Sign in
610 Market Street, Philadelphia, PA 19106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-04-20 |
Branch Locations
2005 Market Street, Philadelphia, PA 19103-7098 • United States
Newtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware Investments | Philadelphia | PA | 01/2013 | Present |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 04/2020 | Present |
| Nomura Capital Management Llc | Philadelphia | PA | 06/2026 | Present |
Name of Other Business: Philadelphia Real Estate Fund IV LLC: Is Business Investment Related? Yes; Address of Other Business (City, State only): Newtown, PA; Nature of Other Business: Real Estate Position: Member; Title/Relationship with Other Business: Member; Start Date: 9/1/2022; Apprx. Hours/Month: 0; Number of Hours During Trading Hours: 0; Description of Duties: Passive investment pool for a real estate investment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-30 |
Reach out to this advisor