Best Investors
Account
Sign in
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-28 |
Branch Locations
Kennett Square, PA • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Advisory Group, Inc | Columbia | MD | 10/1996 | 05/2021 |
| Congress Wealth Management Llc | Kennett Square | PA | 05/2021 | Present |
1.) WAYPOINT CONSULTING GROUP, NOT INVESTMENT RELATED, COLUMBIA MD, PARTNER, 0 HOURS PER MONTH
Reach out to this advisor