Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-23 |
| NY | RA | APPROVED | 2021-08-31 |
| FL | RA | APPROVED | 2014-05-16 |
| MA | RA | APPROVED | 2014-05-05 |
| VT | RA | APPROVED | 2014-04-14 |
| CT | RA | APPROVED | 2014-04-11 |
| DE | RA | APPROVED | 2014-04-11 |
| ME | RA | APPROVED | 2014-04-11 |
| MD | RA | APPROVED | 2014-04-11 |
| NH | RA | APPROVED | 2014-04-11 |
| RI | RA | APPROVED | 2014-04-11 |
| VA | RA | APPROVED | 2014-04-11 |
| NJ | RA | APPROVED | 2014-03-06 |
| PA | RA | APPROVED | 2014-03-05 |
Branch Locations
100 W. Matsonford Road Suite 4-200, Radnor, PA 19087 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Radnor | PA | 02/2016 | 03/2021 |
| Mercer Global Advisors Inc. | Radnor | PA | 03/2021 | Present |
Widener University School of Business; Non-investment related; One University Place, Chester, PA 19013; Adjunct Professor; Course Instructor; 07/07/2007; 16 hrs. per month; Teaches Financial Services courses at undergraduate and graduate level. Upper Darby Township, PA; Non-investment related; 100 Garrett Rd, Upper Darby, PA 19082; Government Service; Elected to serve as the Upper Darby Township, PA Treasurer through 12/31/2025; Start date was 02/01/2020; 10hrs per month; 0 hrs. during securities trading hours; Provide oversight of fund revenues and expenditures.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-03 |
Reach out to this advisor