Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-08 |
Branch Locations
301 Grant St Ste 3600 One Oxford Centre, Pittsburgh, PA 15219 • United States
301 Grant St Ste 3600 [Lz-Rbo], Pittsburgh, PA 15219 • United States
1606 Carmody Ct Ste 401, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Association Of Pittsburgh | Pittsburgh | PA | 09/2014 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 04/2015 | 11/2019 |
| Bank Of America, N.A. | Pittsburgh | PA | 10/2018 | 11/2019 |
| Citizens Securities, Inc. | Monroeville | PA | 11/2019 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Pittsburgh | PA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-11 |
Reach out to this advisor