Best Investors
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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-05 |
| DE | RA | APPROVED | 2024-10-01 |
| FL | RA | APPROVED | 2024-09-27 |
| RI | RA | APPROVED | 2024-09-27 |
| ME | RA | APPROVED | 2024-09-26 |
| NJ | RA | APPROVED | 2024-09-26 |
| PA | RA | APPROVED | 2022-10-17 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
100 Iron Lake Blvd, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Philadelphia | PA | 02/2010 | 12/2017 |
| Cco Investment Services Corp. | Drexel Hill | PA | 02/2010 | 12/2017 |
| Citizens Securities Inc. | Fort Washington | PA | 12/2017 | 12/2019 |
| Citizens Bank | Fort Washington | PA | 12/2017 | 11/2021 |
| Clarfeld Financial Advisors, Llc | Tarrytown | NY | 12/2019 | 11/2021 |
| Citizens Securities Inc. | Johsnton | RI | 08/2021 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown | PA | 11/2021 | 10/2022 |
| Bank Of America, N.A. | Doylestown | PA | 12/2021 | 10/2022 |
| Td Private Client Wealth Llc | Exton | PA | 10/2022 | Present |
| Td Bank N.A. | Exton | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-03 |
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