Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED_RES | 2021-06-17 |
| NJ | RA | APPROVED | 2019-03-12 |
Branch Locations
1040 Stony Hill Rd, Yardley, PA 19067 • United States
600 Hyde Park, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2017 | 11/2018 |
| Unemployed | Princeton | NJ | 05/2016 | 02/2017 |
| Massmutual Life Insurance Company | Lawrenceville | NJ | 11/2018 | 03/2019 |
| Mml Investors Services, Llc | Lawrenceville | NJ | 12/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 03/2019 | Present |
| Bank Of America, N.A. | Princeton | NJ | 03/2019 | Present |
(2)Name: Michael and Jennifer Leahy Inv rel: Y Add: Harrisburg, PA. Nature: Rental property Position: Ownership Start date: 10/30/2014 No. HR/MO: 5 No. HR/MO during sec trading: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-11 |
Reach out to this advisor