Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-21 |
| FL | RA | APPROVED | 2016-09-26 |
Branch Locations
309 Se Osceola Street Suite 207/208, Stuart, FL 34994 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Stuart | FL | 04/1998 | 09/2016 |
| Janney Montgomery Scott Llc | Stuart | FL | 09/2016 | Present |
1) Stuart/Martin County Chamber of Commerce; 1650 S. Kanner Highway, Stuart, FL 34994; start date 9/03/2001; Trustee; no role - i pay a higher dues membership for status of being recognized as a trustee; not compensated; Account # [REDACTED]; I manage the Chamber's 401k plan; investment-related 2) Florida 19th Circuit Judicial Nominating Committee; Stuart, FL; Not Investment Related; Title/Position: Committee Member; Duties: Review applications for judicial appointments and nominate candidates to the governor for final decision; Start 07/2022; Devotes 5 hours/month; Not compensated. 3) Florida 19th Circuit Grievance Committe, Stuart, FL. Committee member (08/2024) - review complaints filed against lawyers. To determine if there is probable cause to believe if a lawyer has violated professional conduct. Not investment related, not compensated, 3 hours/month. 4) Holy Redeemer Catholic Church, Palm City, FL. Chairman of Finance Council (02/2025) - review church finances. Not compensated, not investment related, 2 hour/month. 5) Willoughby Golf Club, Stuart, FL. Food and Beverage Committee Member (01/2024) - Advise Board of Directors on food and beverage recommendations from members. Not compensated, not investment related, 2 hours/month. 6) Florida 19th Circuit Judicial Nominating Committee, Stuart, FL. Vice President (02/2025) - Reviews judicial applications and makes recommendations to Governor. Not compensated, not investment related, 5 hour/month. 7) John Snyder Reelection Campaign, Tallahassee, FL. Host Committee for Fundraiser Event (05/2026) - host committee members. Not investment related, not compensated, no time involved.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
Reach out to this advisor