Best Investors
Account
Sign in
Best Investors
Account
Sign in
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-01-03 |
Branch Locations
223 Washington St, Huntingdon, PA 16652 • United States
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shavers Creek Burial Assoc. | Petersburg | PA | 05/2013 | 12/2016 |
| Raymond James Financial Services, Inc. | Huntingdon | PA | 10/2008 | 12/2016 |
| Raymond James Financial Services Advisors, Inc | Huntingdon | PA | 01/2009 | 12/2016 |
| Diversified Investment Solutions, Inc. | Huntingdon | PA | 05/2010 | Present |
| Soroptimist Club | Huntingdon | PA | 08/2011 | 12/2016 |
| Packerland Brokerage Services | Green Bay | WI | 01/2017 | Present |
1. DIVERSIFIED INVESTMENT SOLUTIONS 713 WASHINGTON ST HUNTINGDON, PA 16652 TITLE: AGENT DUTIES: LIFE, DISABILITY, FIXED ANNUITIES, AND LTC HOURS DEVOTED: 30 HOURS, ALSO DURING SECURITY TRADING HOURS START DATE: 1/3/2017 INVESTMENT AND INSURANCE RELATED 2. POA FOR MOTHER 3. THE BRENNA PROJECT 5142 DELMAR ST ALEXANDRIA, PA 16611 VOLUNTEER POSITION FOR NON-PROFIT ORGANIZATION. COMMITTEE MEMBER, TAKING NOTES AND HELPING WITH FUNDRAISING EFFORTS TO HELP LOCAL FAMILIES IN NEED DUE TO UNFORTUNATE CIRCUMSTANCES. START DATE: 7/27/22 NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-15 |
Reach out to this advisor