Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-27 |
Branch Locations
41 University Drive, Suite 400 Office 423, 427, 439, 442, Newtown, PA 18940 • United States
Philadelphia, PA • 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 |
|---|---|---|---|---|
| Td Ameritrade Inc. | Radnor | PA | 09/2015 | 01/2021 |
| Facet | Baltimore | MD | 07/2021 | 03/2023 |
| Unemployed | Philadelphia | PA | 01/2021 | 07/2021 |
| Td Ameritrade Investment Management, Llc | Randor | PA | 09/2015 | 12/2020 |
| Tiaa | Newtown | PA | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Newtown | PA | 07/2023 | Present |
| Unemployed | Philadelphia | PA | 04/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2012-02-03 |
Reach out to this advisor