Best Investors
Account
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Best Investors
Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-09 |
| FL | RA | APPROVED | 2024-10-29 |
| WI | RA | APPROVED | 2024-10-28 |
| NJ | RA | APPROVED | 2022-06-14 |
| PA | RA | APPROVED | 2022-06-06 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Pittsburgh | PA | 05/2014 | 03/2020 |
| Pnc Bank | Berwyn | PA | 05/2014 | 03/2020 |
| Clarfeld Financial Advisors | Tarrytown | NY | 03/2020 | 05/2022 |
| Citizens Bank | Fort Washington | PA | 03/2020 | 05/2022 |
| Citizens Securities | Fort Washington | PA | 08/2021 | 05/2022 |
| Td Bank N.A. | Marlton | NJ | 05/2022 | Present |
| Td Private Client Wealth Llc | Marlton | NJ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-30 |
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