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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-19 |
| AL | RA | APPROVED | 2025-09-18 |
| VT | RA | APPROVED | 2025-09-18 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
Wexfor, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vescio Asset Management Llc | Sewickley | PA | 09/2012 | 09/2021 |
| Bryan Advisory Services, Llc | Canonsburg | PA | 04/2013 | 01/2021 |
| Vescio Asset Management, Llc | Sewickley | PA | 01/2021 | 09/2021 |
| Three Rivers Executive Consulting, Llc | Wexford | PA | 09/2021 | 01/2023 |
| Tiaa | Pittsburgh | PA | 05/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 05/2023 | Present |
| Unemployed | Wexford | PA | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2011-01-17 |
Reach out to this advisor