Best Investors
Account
Sign in
One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-15 |
Branch Locations
1 Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States
One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004-1700 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-01-03 |
Branch Locations
One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-01-24 |
| PA | RA | APPROVED | 2002-08-20 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Bala Cynwyd | PA | 11/2001 | 06/2020 |
| Pst Advisors, Llc | Bala Cynwyd | PA | 08/2010 | Present |
| Equitable Advisors, Llc | New York | NY | 11/2001 | Present |
| Awh Financial, Llc | Bala Cynwyd | PA | 01/2023 | Present |
1) RIA - PST ADVISORS, LLC, OWNER/PRINCIPAL, DUTIES: MODEL PORTFOLIO SERVICES, START DATE: 1/3/11, 32 HRS PER MO; 2) PROPERTY LOCATED AT: 28 BAY VIEW ROAD BARNSTABLE MA 02630, OWNER, 2ND HOME /RENTAL PROPERTY, START DATE: 4/2/19, 2 HRS PER MO; 3) PORTFOLIO STRATEGIES TEAM, LLC, SOLE OWNER, DUTIES: OVERSEE PORTFOLIO STRATEGIES TEAM, LLC, THE BUSINESS ENTITY THAT PROVIDES OPERATIONAL SUPPORT FOR FRANKLIN GROUP FINANCIAL SERVICES: - STAFFING - BUSINESS EXPENSES - SOLE OWNER OF APOLLO BUSINESS SERVICES LLC (SERVICING STUDENT LOAN FORGIVENESS) - ETC., START DATE: 5/31/11, 64 HRS PER MO, SIGNATOR; 4) RIA - AWH FINANCIAL LLC, BALA CYNWYD, PA, DIRECT OWNER, DUTIES: SUPPORTS THE P3 ADVISORY SOLICITOR PROGRAM, START DATE: 01/23/23, 32 HOURS PER MO;5) Associate Member, Pennsylvania Institute of Certified Public Accountants (PICPA) Two Commerce Square 2001 Market St., Suite 950 Philadelphia, PA 19103- Thought Leadership / Professional Alliances committee, Committee Member 1 Annual Committee Meeting, Start Date: 4/30/25, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-30 |
Reach out to this advisor