Best Investors
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109 N. 4Th Street Suite 1, Easton, PA 18042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-24 |
| PA | RA | APPROVED | 2023-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Succasunna | NJ | 04/2016 | 01/2023 |
| Kestra Investment Services, Llc | Succasunna | NJ | 09/2007 | 01/2023 |
| Valor Investments And Planning Llc | Easton | PA | 01/2023 | Present |
| Valor Life And Annuity Llc | Easton | PA | 01/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | 12/2024 |
| The Leaders Group Inc | Littleton | CO | 01/2025 | Present |
1.) VALOR INVESTMENTS & PLANNING - 1/23/2023 - 109 N 4th Street, Suite 1, Easton, PA 18042 - Founding Advisor/IAR, Sales and marketing of investment advisory services & financial planning, Invt Rel, RA business, 160 hrs/mo; 130 hrs/mo (during trading hours). 2.) COASTAL INSURANCE CONSULTING - 2/1/2023 - 109 N 4th Street, Suite 1, Easton, PA 18042 - Insurance Agent, Consultative sales, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) VALOR LIFE & ANNUITY LLC - 1/23/2023 - 109 N 4th Street, Suite 1, Easton, PA 18042 - Insurance Producer, Sales & placement of fixed insurance products, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-22 |
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