Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-28 |
| PA | RA | APPROVED | 2025-02-07 |
Branch Locations
11 E. Chocolate Avenue Suite 201, Hershey, PA 17033 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James,Smith,Durkin & Connelly,Llp | Hummelstown | PA | 07/1997 | Present |
| First Financial Group, Inc. | Hummelstown | PA | 06/2000 | 12/2019 |
| National Planning Corp | Hummelstown | PA | 06/2000 | 10/2016 |
| Gregory Richards, Llc | Hummelstown | PA | 09/2006 | 10/2016 |
| Triad Advisors, Inc. | Norcross | GA | 10/2016 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 10/2016 | 02/2025 |
| Osaic Wealth, Inc. | Hershey | PA | 08/2024 | 02/2025 |
| Merit Financial Group Dba Merit Financial Advisors | Alpharetta | GA | 02/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2025 | Present |
1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. 2/2025. 160 hrs/month. 160 hrs during securities hrs. Service clients. 2. Fixed Insurance. Not investment related. At registered location. Insurance. Agent. 2/2025. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients. 3. Hershey American Legion Post 386. Not investment related. 166 E Derry Road, Hershey, PA 17033. Charitable/non-profit organization. Judge Advocate. 06/2023. 1 hr/month. 0 hrs during securities hrs. Advise post officers and executive committee members on American Legion constitution and bylaws and perform other duties as are usually incident to the office. 4. James, Smith, Dietterick & Connelly LLP. Not investment related. 11 East Chocolate Avenue, Hershey, PA 17033. Legal Services. Attorney. 12/2005. 1 hr/month. 0 hrs during securities hrs. Consult on estate planning matters, including wills, trusts and powers of attorney. 5. Valle del Sol Phase 6 Homeowners Association. Non-Investment Related. 508 W. Cordova Road Santa Fe New Mexico, 87505. Non-Profit. Board Member/ Treasurer. 8/2025. 0. 0. Review financial activities as performed by management company, prepare financial statements, prepare annual budget, sign checks as needed to pay vendors. 6. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-21 |
Reach out to this advisor