Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-31 |
| NJ | RA | APPROVED | 2006-02-01 |
| PA | RA | APPROVED | 2002-05-10 |
Branch Locations
Six Tower Bridge, 181 Washington Street Suite 500, Conshohocken, PA 19428-2000 • United States
Quakertown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Conshohocken | PA | 03/2008 | Present |
| City National Bank | Conshohocken | PA | 01/2018 | Present |
(1) CALVARY CHURCH OF SOUDERTON; ADDRESS: 820 ROUTE 113 SOUDERTON, PA 18964; BUSINESS DESCRIPTION: CHURCH; NOT INVESTMENT RELATED; START DATE: 08/01/2012; CAPACITY: MONEYWISE ADVISOR; DUTIES: ADVISING INDIVIDUALS ON GENERAL MONEY PRINCIPALS RELATED TO BUDGETING, DEBT REDUCTION, AND BEING GENERALLY FISCALLY SOUND; HOURS DEVOTED PER WEEK: 1; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) NAME OF ENTITY: Self ADDRESS: 2409 Camp Rock Hill Rd. QUAKERTOWN PA 18951 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Oct 27, 2025 CAPACITY: Other DUTIES: I would be looking to purchase property with the goal of subdividing it. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-20 |
Reach out to this advisor