Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-24 |
| PA | RA | APPROVED | 2016-12-05 |
| NJ | RA | APPROVED | 2016-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flemington | NJ | 09/2005 | 12/2016 |
| Bank Of America, N.A. | Flemington | NJ | 11/2009 | 12/2016 |
| Janney Montgomery Scott Llc | New Hope | PA | 12/2016 | Present |
1. Rutgers University Foundation, New Brunswick, NJ. Board of Directors Member (06/2023). Rutgers University Foundation enhances Rutgers' mission of excellence in education, research, and public service. Not investment related, not compensated, 5 hours/month. 2. Rental Property, Oak Bluffs, MA. Owner/Landlord (02/2026). Rental income, investment related, 15 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-07 |
Reach out to this advisor